Greenwich Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Greenwich Wealth Management’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	$3.56M	Sell	30,374 -105	-0.3%	-$12.3K	0.13%	86
2026 Q1	$3.54M	Buy	30,479 +13,180	+76%	+$1.52M	0.14%	82
2025 Q4	$1.99M	Sell	17,299 -6,224	-26%	-$712K	0.09%	120
2025 Q3	$2.68M	Buy	23,523 +19,842	+539%	+$2.25M	0.13%	89
2025 Q2	$415K	Buy	3,681 +187	+5%	+$21K	0.02%	192
2025 Q1	$390K	Sell	3,494 -200	-5%	-$22.2K	0.03%	185
2024 Q4	$407K	Buy	3,694 +711	+24%	+$77.9K	0.03%	185
2024 Q3	$325K	Buy	+2,983	New	+$323K	0.02%	197

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Greenwich Wealth Management's BOXX Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.34% in Q2 2026, selling an estimated $12.3K and leaving 30,374 shares worth $3.56M. The position accounts for 0.13% of the portfolio, ranked #86.

Greenwich Wealth Management first reported a position in BOXX in Q3 2024 and has held it in 8 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Greenwich Wealth Management held 30,374 shares of Alpha Architect 1-3 Month Box ETF worth $3.56M as of Q2 2026.
Greenwich Wealth Management sold 105 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $12.3K.
Alpha Architect 1-3 Month Box ETF made up 0.13% of Greenwich Wealth Management's portfolio in Q2 2026, its #86 holding.
Greenwich Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 8 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.