Hazlett, Burt & Watson’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Hazlett, Burt & Watson’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	$94K	Sell	802 -90	-10%	-$10.5K	0.03%	363
2026 Q1	$104K	Hold	892	–	–	0.03%	333
2025 Q4	$103K	Buy	892 +752	+537%	+$86K	0.03%	340
2025 Q3	$16K	Hold	140	–	–	0.01%	601
2025 Q2	$16K	Hold	140	–	–	0.01%	528
2025 Q1	$16K	Sell	140 -416	-75%	-$46.1K	0.01%	521
2024 Q4	$61K	Buy	+556	New	+$60.9K	0.03%	338

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

Hazlett, Burt & Watson's BOXX Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 10% in Q2 2026, selling an estimated $10.5K and leaving 802 shares worth $94K. The position accounts for 0.03% of the portfolio, ranked #363.

Hazlett, Burt & Watson first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Hazlett, Burt & Watson held 802 shares of Alpha Architect 1-3 Month Box ETF worth $94K as of Q2 2026.
Hazlett, Burt & Watson sold 90 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $10.5K.
Alpha Architect 1-3 Month Box ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #363 holding.
Hazlett, Burt & Watson first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
Hazlett, Burt & Watson's Alpha Architect 1-3 Month Box ETF position peaked at $104K in Q1 2026.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.