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

Greenwich Wealth Management's BOXX Position: Q1 2026 in Review

Greenwich Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 76% in Q1 2026, buying an estimated $1.52M and bringing the position to 30,479 shares worth $3.54M. The position accounts for 0.14% of the portfolio, ranked #82.

Greenwich Wealth Management first reported a position in BOXX in Q3 2024 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Greenwich Wealth Management held 30,479 shares of Alpha Architect 1-3 Month Box ETF worth $3.54M as of Q1 2026.
  • Greenwich Wealth Management bought 13,180 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.52M.
  • Alpha Architect 1-3 Month Box ETF made up 0.14% of Greenwich Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Greenwich Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 7 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.