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Innova Wealth Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Innova Wealth Partners’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 		$10.6M Buy
90,876
+9,708
+12% +$1.13M 4.35% 2
2026
Q1 		$9.44M Buy
81,168
+12,633
+18% +$1.46M 4.47% 3
2025
Q4 		$7.89M Sell
68,535
-1,785
-3% -$204K 3.98% 3
2025
Q3 		$8.01M Buy
70,320
+3,051
+5% +$346K 4.32% 4
2025
Q2 		$7.58M Buy
67,269
+4,305
+7% +$483K 4.45% 3
2025
Q1 		$7.02M Buy
62,964
+6,665
+12% +$739K 4.35% 4
2024
Q4 		$6.21M Buy
+56,299
New +$6.17M 3.91% 4
2024
Q3 		– Sell
-31,554
Closed -$3.4M – 87
2024
Q2 		$3.4M Buy
31,554
+13,241
+72% +$1.42M 2.43% 16
2024
Q1 		$1.95M Buy
+18,313
New +$1.94M 1.51% 23

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Innova Wealth Partners's BOXX Position: Q2 2026 in Review

Innova Wealth Partners increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 12% in Q2 2026, buying an estimated $1.13M and bringing the position to 90,876 shares worth $10.6M. The position accounts for 4.35% of the portfolio, ranked #2.

Innova Wealth Partners first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. 171 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Innova Wealth Partners held 90,876 shares of Alpha Architect 1-3 Month Box ETF worth $10.6M as of Q2 2026.
  • Innova Wealth Partners bought 9,708 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.13M.
  • Alpha Architect 1-3 Month Box ETF made up 4.35% of Innova Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Innova Wealth Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
  • 171 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.