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INVST’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

INVST’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 		$7.18M Buy
61,326
+21,704
+55% +$2.53M 0.7% 37
2026
Q1 		$4.61M Buy
39,622
+907
+2% +$105K 0.52% 46
2025
Q4 		$4.46M Buy
38,715
+5,405
+16% +$618K 0.48% 48
2025
Q3 		$3.79M Sell
33,310
-5,607
-14% -$635K 0.43% 47
2025
Q2 		$4.39M Sell
38,917
-18,286
-32% -$2.05M 0.55% 43
2025
Q1 		$6.38M Sell
57,203
-3,283
-5% -$364K 0.87% 27
2024
Q4 		$6.67M Buy
60,486
+31,823
+111% +$3.49M 0.81% 35
2024
Q3 		$3.12M Buy
28,663
+10,664
+59% +$1.16M 0.38% 52
2024
Q2 		$1.94M Buy
17,999
+15,521
+626% +$1.66M 0.21% 70
2024
Q1 		$264K Buy
+2,478
New +$262K 0.03% 201

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

INVST's BOXX Position: Q2 2026 in Review

INVST increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 55% in Q2 2026, buying an estimated $2.53M and bringing the position to 61,326 shares worth $7.18M. The position accounts for 0.7% of the portfolio, ranked #37.

INVST first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • INVST held 61,326 shares of Alpha Architect 1-3 Month Box ETF worth $7.18M as of Q2 2026.
  • INVST bought 21,704 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.53M.
  • Alpha Architect 1-3 Month Box ETF made up 0.7% of INVST's portfolio in Q2 2026, its #37 holding.
  • INVST first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.