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 Q3	$37.9M	Sell	320,419 -4,403	-1%	-$519K	6.67%	3
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Insight Advisors's BOXX Position: Q3 2026 in Review

Insight Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 1.4% in Q3 2026, selling an estimated $519K and leaving 320,419 shares worth $37.9M. The position accounts for 6.67% of the portfolio, ranked #3.

Insight Advisors first reported a position in BOXX in Q4 2022 and has held it in 16 quarters since. The position peaked at $39.3M in Q1 2026. 255 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Insight Advisors held 320,419 shares of Alpha Architect 1-3 Month Box ETF worth $37.9M as of Q3 2026.
Insight Advisors sold 4,403 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $519K.
Alpha Architect 1-3 Month Box ETF made up 6.67% of Insight Advisors's portfolio in Q3 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 16 quarters since.
Insight Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $39.3M in Q1 2026.
255 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.