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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
Q2 		$38M Sell
324,822
-12,851
-4% -$1.5M 6.7% 3
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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insight Advisors's BOXX Position: Q2 2026 in Review

Insight Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.8% in Q2 2026, selling an estimated $1.5M and leaving 324,822 shares worth $38M. The position accounts for 6.7% of the portfolio, ranked #3.

Insight Advisors first reported a position in BOXX in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.3M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Insight Advisors held 324,822 shares of Alpha Architect 1-3 Month Box ETF worth $38M as of Q2 2026.
  • Insight Advisors sold 12,851 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.5M.
  • Alpha Architect 1-3 Month Box ETF made up 6.7% of Insight Advisors's portfolio in Q2 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 15 quarters since.
  • Insight Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $39.3M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.