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Golden State Equity Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Golden State Equity Partners’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.8K Sell
400
-16,725
-98% -$1.95M 0.13% 104
2026
Q1 		$1.99M Buy
17,125
+11,700
+216% +$1.35M 0.15% 157
2025
Q4 		$624K Sell
5,425
-250
-4% -$28.6K 0.1% 233
2025
Q3 		$646K Buy
5,675
+3,750
+195% +$425K 0.11% 220
2025
Q2 		$217K Buy
+1,925
New +$216K 0.04% 398

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Cambridge Investment Research Advisors
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TWD
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Mariner
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HighTower Advisors
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PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
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IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Golden State Equity Partners's BOXX Position: Q2 2026 in Review

Golden State Equity Partners reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 98% in Q2 2026, selling an estimated $1.95M and leaving 400 shares worth $46.8K. The position accounts for 0.13% of the portfolio, ranked #104.

Golden State Equity Partners first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Golden State Equity Partners held 400 shares of Alpha Architect 1-3 Month Box ETF worth $46.8K as of Q2 2026.
  • Golden State Equity Partners sold 16,725 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.95M.
  • Alpha Architect 1-3 Month Box ETF made up 0.13% of Golden State Equity Partners's portfolio in Q2 2026, its #104 holding.
  • Golden State Equity Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
  • Golden State Equity Partners's Alpha Architect 1-3 Month Box ETF position peaked at $1.99M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.