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

Investment Planning 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	$18.8M	Buy	+160,622	New	+$18.7M	4.36%	8

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Optimus Capital Advisors Coppel, Texas $186M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Investment Planning Advisors's BOXX Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 160,622 shares worth $18.8M. The stake represents 4.36% of the portfolio and ranks #8 among its holdings.

96 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Investment Planning Advisors held 160,622 shares of Alpha Architect 1-3 Month Box ETF worth $18.8M as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Investment Planning Advisors position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 4.36% of Investment Planning Advisors's portfolio in Q2 2026, its #8 holding.
96 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.