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

IFP 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 		$1.66M Buy
14,197
+11,515
+429% +$1.34M 0.03% 547
2026
Q1 		$312K Hold
2,682
– – 0.01% 1168
2025
Q4 		$309K Hold
2,682
– – 0.01% 1148
2025
Q3 		$305K Hold
2,682
– – 0.01% 1087
2025
Q2 		$302K Sell
2,682
-2,000
-43% -$224K 0.01% 1061
2025
Q1 		$522K Buy
4,682
+2,682
+134% +$298K 0.02% 752
2024
Q4 		$221K Sell
2,000
-3,250
-62% -$356K 0.01% 1082
2024
Q3 		$572K Sell
5,250
-1,550
-23% -$168K 0.02% 643
2024
Q2 		$733K Buy
6,800
+870
+15% +$93.2K 0.03% 529
2024
Q1 		$631K Buy
5,930
+1,852
+45% +$196K 0.03% 545
2023
Q4 		$429K Buy
+4,078
New +$426K 0.02% 631

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

IFP Advisors's BOXX Position: Q2 2026 in Review

IFP Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 429% in Q2 2026, buying an estimated $1.34M and bringing the position to 14,197 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #547.

IFP Advisors first reported a position in BOXX in Q4 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • IFP Advisors held 14,197 shares of Alpha Architect 1-3 Month Box ETF worth $1.66M as of Q2 2026.
  • IFP Advisors bought 11,515 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.34M.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #547 holding.
  • IFP Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and has held it in 11 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.