Integrated Wealth Concepts’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Integrated Wealth Concepts’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	$5.09M	Buy	43,765 +4,132	+10%	+$478K	0.04%	417
2025 Q4	$4.56M	Sell	39,633 -55,875	-59%	-$6.39M	0.05%	311
2025 Q3	$10.9M	Buy	95,508 +45,793	+92%	+$5.19M	0.1%	197
2025 Q2	$5.6M	Buy	49,715 +1,532	+3%	+$172K	0.06%	313
2025 Q1	$5.37M	Sell	48,183 -6,611	-12%	-$733K	0.06%	298
2024 Q4	$6.04M	Buy	54,794 +1,480	+3%	+$162K	0.07%	258
2024 Q3	$5.81M	Sell	53,314 -4,304	-7%	-$466K	0.07%	254
2024 Q2	$6.21M	Buy	57,618 +6,670	+13%	+$715K	0.08%	228
2024 Q1	$5.42M	Buy	50,948 +14,882	+41%	+$1.57M	0.08%	252
2023 Q4	$3.79M	Buy	36,066 +33,399	+1,252%	+$3.49M	0.06%	287
2023 Q3	$277K	Buy	+2,667	New	+$275K	﹤0.01%	1267

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return