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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

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

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

PPC

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

CFIM

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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

INVST's BOXX Position: Q1 2026 in Review

INVST increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2.3% in Q1 2026, buying an estimated $105K and bringing the position to 39,622 shares worth $4.61M. The position accounts for 0.52% of the portfolio, ranked #46.

INVST first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.67M in Q4 2024. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

INVST held 39,622 shares of Alpha Architect 1-3 Month Box ETF worth $4.61M as of Q1 2026.
INVST bought 907 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $105K.
Alpha Architect 1-3 Month Box ETF made up 0.52% of INVST's portfolio in Q1 2026, its #46 holding.
INVST first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
INVST's Alpha Architect 1-3 Month Box ETF position peaked at $6.67M in Q4 2024.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.