HighTower Advisors
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HighTower Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

HighTower Advisors’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 		$46.1M Buy
393,332
+20,321
+5% +$2.37M 0.04% 395
2026
Q1 		$43.4M Buy
373,011
+32,060
+9% +$3.71M 0.05% 394
2025
Q4 		$39.2M Buy
340,951
+84,209
+33% +$9.63M 0.04% 416
2025
Q3 		$29.2M Buy
256,742
+203,626
+383% +$23.1M 0.03% 491
2025
Q2 		$5.99M Buy
53,116
+1,875
+4% +$210K 0.01% 1023
2025
Q1 		$5.71M Sell
51,241
-23
-0% -$2.55K 0.01% 991
2024
Q4 		$5.65M Buy
51,264
+7,541
+17% +$826K 0.01% 1000
2024
Q3 		$4.76M Buy
43,723
+12,432
+40% +$1.35M 0.01% 1056
2024
Q2 		$3.37M Buy
31,291
+8,004
+34% +$857K 0.01% 1178
2024
Q1 		$2.48M Sell
23,287
-49,513
-68% -$5.24M ﹤0.01% 1325
2023
Q4 		$7.66M Buy
72,800
+70,294
+2,805% +$7.34M 0.01% 796
2023
Q3 		$260K Buy
+2,506
New +$258K ﹤0.01% 2707

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors's BOXX Position: Q2 2026 in Review

HighTower Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 5.4% in Q2 2026, buying an estimated $2.37M and bringing the position to 393,332 shares worth $46.1M. The position accounts for 0.04% of the portfolio, ranked #395.

HighTower Advisors first reported a position in BOXX in Q3 2023 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • HighTower Advisors held 393,332 shares of Alpha Architect 1-3 Month Box ETF worth $46.1M as of Q2 2026.
  • HighTower Advisors bought 20,321 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.37M.
  • Alpha Architect 1-3 Month Box ETF made up 0.04% of HighTower Advisors's portfolio in Q2 2026, its #395 holding.
  • HighTower Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and has held it in 12 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.