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Independence Wealth Advisors (Ohio)’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$1.23M Buy
10,505
+1,587
+18% +$185K 0.62% 31
2026
Q1 		$1.04M Buy
8,918
+2,122
+31% +$245K 0.55% 33
2025
Q4 		$782K Buy
+6,796
New +$778K 0.44% 39

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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

Independence Wealth Advisors (Ohio)'s BOXX Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 18% in Q2 2026, buying an estimated $185K and bringing the position to 10,505 shares worth $1.23M. The position accounts for 0.62% of the portfolio, ranked #31.

Independence Wealth Advisors (Ohio) first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 10,505 shares of Alpha Architect 1-3 Month Box ETF worth $1.23M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 1,587 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $185K.
  • Alpha Architect 1-3 Month Box ETF made up 0.62% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #31 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.