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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
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

Other funds holding BOXX

Wealth Enhancement Advisory Services
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EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Golden State Equity Partners's BOXX Position: Q1 2026 in Review

Golden State Equity Partners increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 216% in Q1 2026, buying an estimated $1.35M and bringing the position to 17,125 shares worth $1.99M. The position accounts for 0.15% of the portfolio, ranked #157.

Golden State Equity Partners first reported a position in BOXX in Q2 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Golden State Equity Partners held 17,125 shares of Alpha Architect 1-3 Month Box ETF worth $1.99M as of Q1 2026.
  • Golden State Equity Partners bought 11,700 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.35M.
  • Alpha Architect 1-3 Month Box ETF made up 0.15% of Golden State Equity Partners's portfolio in Q1 2026, its #157 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 4 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.