Independent Financial Group
BOXX icon

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
Q3 		$1.14M Sell
9,666
-1,535
-14% -$181K 0.02% 642
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 $67.3B AUM 21.9% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Independent Financial Group's BOXX Position: Q3 2026 in Review

Independent Financial Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 14% in Q3 2026, selling an estimated $181K and leaving 9,666 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #642.

Independent Financial Group first reported a position in BOXX in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.31M in Q2 2026. 53 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • Independent Financial Group held 9,666 shares of Alpha Architect 1-3 Month Box ETF worth $1.14M as of Q3 2026.
  • Independent Financial Group sold 1,535 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $181K.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #642 holding.
  • Independent Financial Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 11 quarters since.
  • Independent Financial Group's Alpha Architect 1-3 Month Box ETF position peaked at $1.31M in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.