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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
Q2 		$7.7M Buy
65,770
+22,005
+50% +$2.57M 0.04% 442
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 $59.8B 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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Integrated Wealth Concepts's BOXX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 50% in Q2 2026, buying an estimated $2.57M and bringing the position to 65,770 shares worth $7.7M. The position accounts for 0.04% of the portfolio, ranked #442.

Integrated Wealth Concepts first reported a position in BOXX in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q3 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Integrated Wealth Concepts held 65,770 shares of Alpha Architect 1-3 Month Box ETF worth $7.7M as of Q2 2026.
  • Integrated Wealth Concepts bought 22,005 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.57M.
  • Alpha Architect 1-3 Month Box ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #442 holding.
  • Integrated Wealth Concepts first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Alpha Architect 1-3 Month Box ETF position peaked at $10.9M in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.