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Independent Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Independent Financial 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
2026
Q2 		$1.31M Buy
11,201
+38
+0.3% +$4.43K 0.02% 589
2026
Q1 		$1.3M Hold
11,163
– – 0.03% 537
2025
Q4 		$1.28M Buy
11,163
+1,505
+16% +$172K 0.03% 538
2025
Q3 		$1.1M Buy
9,658
+350
+4% +$39.6K 0.03% 574
2025
Q2 		$1.05M Buy
9,308
+900
+11% +$101K 0.03% 529
2025
Q1 		$937K Sell
8,408
-1,928
-19% -$214K 0.03% 498
2024
Q4 		$1.14M Sell
10,336
-539
-5% -$59.1K 0.04% 446
2024
Q3 		$1.18M Buy
10,875
+3,375
+45% +$366K 0.04% 399
2024
Q2 		$809K Sell
7,500
-725
-9% -$77.7K 0.03% 459
2024
Q1 		$876K Buy
+8,225
New +$870K 0.04% 412

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

Independent Financial Group's BOXX Position: Q2 2026 in Review

Independent Financial Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.34% in Q2 2026, buying an estimated $4.43K and bringing the position to 11,201 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #589.

Independent Financial Group first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Independent Financial Group held 11,201 shares of Alpha Architect 1-3 Month Box ETF worth $1.31M as of Q2 2026.
  • Independent Financial Group bought 38 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $4.43K.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #589 holding.
  • Independent Financial Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.