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Harmony Asset Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Harmony Asset 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 		$297K Hold
2,533
– – 0.08% 166
2026
Q1 		$295K Hold
2,533
– – 0.09% 158
2025
Q4 		$291K Sell
2,533
-320
-11% -$36.6K 0.1% 147
2025
Q3 		$325K Sell
2,853
-4
-0.1% -$453 0.11% 133
2025
Q2 		$322K Hold
2,857
– – 0.12% 137
2025
Q1 		$318K Hold
2,857
– – 0.13% 131
2024
Q4 		$315K Hold
2,857
– – 0.12% 132
2024
Q3 		$311K Sell
2,857
-50
-2% -$5.42K 0.11% 137
2024
Q2 		$313K Buy
2,907
+740
+34% +$79.3K 0.13% 123
2024
Q1 		$231K Buy
+2,167
New +$229K 0.1% 137

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 $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Harmony Asset Management's BOXX Position: Q2 2026 in Review

Harmony Asset Management held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 2,533 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #166.

Harmony Asset Management first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $325K in Q3 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Harmony Asset Management held 2,533 shares of Alpha Architect 1-3 Month Box ETF worth $297K as of Q2 2026.
  • Harmony Asset Management left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.08% of Harmony Asset Management's portfolio in Q2 2026, its #166 holding.
  • Harmony Asset Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Harmony Asset Management's Alpha Architect 1-3 Month Box ETF position peaked at $325K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.