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Gradient Investments’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Gradient Investments’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 		$13.7M Buy
117,052
+27,165
+30% +$3.17M 0.19% 147
2026
Q1 		$10.5M Buy
89,887
+20,592
+30% +$2.38M 0.16% 152
2025
Q4 		$7.98M Buy
69,295
+20,363
+42% +$2.33M 0.13% 158
2025
Q3 		$5.57M Buy
48,932
+16,699
+52% +$1.89M 0.09% 163
2025
Q2 		$3.63M Buy
32,233
+15,342
+91% +$1.72M 0.07% 170
2025
Q1 		$1.88M Sell
16,891
-70,446
-81% -$7.81M 0.04% 176
2024
Q4 		$9.63M Buy
+87,337
New +$9.57M 0.2% 133

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Gradient Investments's BOXX Position: Q2 2026 in Review

Gradient Investments increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 30% in Q2 2026, buying an estimated $3.17M and bringing the position to 117,052 shares worth $13.7M. The position accounts for 0.19% of the portfolio, ranked #147.

Gradient Investments first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Gradient Investments held 117,052 shares of Alpha Architect 1-3 Month Box ETF worth $13.7M as of Q2 2026.
  • Gradient Investments bought 27,165 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $3.17M.
  • Alpha Architect 1-3 Month Box ETF made up 0.19% of Gradient Investments's portfolio in Q2 2026, its #147 holding.
  • Gradient Investments first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.