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

Insight 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
Q1 		$39.3M Buy
337,673
+19,898
+6% +$2.3M 7.47% 3
2025
Q4 		$36.6M Buy
317,775
+1,053
+0.3% +$120K 5.54% 3
2025
Q3 		$36.1M Sell
316,722
-10,664
-3% -$1.21M 5.51% 2
2025
Q2 		$36.9M Buy
327,386
+63,821
+24% +$7.15M 5.91% 2
2025
Q1 		$29.4M Sell
263,565
-1,589
-0.6% -$176K 5.11% 2
2024
Q4 		$29.2M Sell
265,154
-84,871
-24% -$9.3M 4.93% 2
2024
Q3 		$38.1M Sell
350,025
-7,158
-2% -$776K 6.57% 2
2024
Q2 		$38.5M Buy
357,183
+57,117
+19% +$6.12M 6.96% 2
2024
Q1 		$31.9M Buy
300,066
+18,551
+7% +$1.96M 6.13% 2
2023
Q4 		$29.6M Buy
281,515
+20,020
+8% +$2.09M 6.26% 2
2023
Q3 		$27.1M Buy
261,495
+22,033
+9% +$2.27M 6.2% 2
2023
Q2 		$24.5M Sell
239,462
-54,307
-18% -$5.53M 5.48% 2
2023
Q1 		$29.7M Buy
293,769
+114,051
+63% +$11.5M 6.98% 2
2022
Q4 		$18M Buy
+179,718
New +$18M 6.29% 1

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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Insight Advisors's BOXX Position: Q1 2026 in Review

Insight Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 6.3% in Q1 2026, buying an estimated $2.3M and bringing the position to 337,673 shares worth $39.3M. The position accounts for 7.47% of the portfolio, ranked #3.

Insight Advisors first reported a position in BOXX in Q4 2022 and has held it in 14 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Insight Advisors held 337,673 shares of Alpha Architect 1-3 Month Box ETF worth $39.3M as of Q1 2026.
  • Insight Advisors bought 19,898 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $2.3M.
  • Alpha Architect 1-3 Month Box ETF made up 7.47% of Insight Advisors's portfolio in Q1 2026, its #3 holding.
  • Insight Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2022 and has held it in 14 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.