Herr Investment Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Herr Investment Group’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
2024 Q2	$9.1M	Buy	+84,429	New	+$9.04M	0.61%	24

Other funds holding BOXX

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TWD

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Herr Investment Group's BOXX Position: Q2 2024 in Review

Herr Investment Group opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2024: 84,429 shares worth $9.1M. The stake represents 0.61% of the portfolio and ranks #24 among its holdings.

156 funds tracked by Wall St. Rank hold BOXX as of Q2 2024.

Herr Investment Group held 84,429 shares of Alpha Architect 1-3 Month Box ETF worth $9.1M as of Q2 2024.
Alpha Architect 1-3 Month Box ETF was a new Herr Investment Group position in Q2 2024.
Alpha Architect 1-3 Month Box ETF made up 0.61% of Herr Investment Group's portfolio in Q2 2024, its #24 holding.
156 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2024.

Based on Herr Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.