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

IPG Investment 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 		$2.4M Buy
20,460
+17,423
+574% +$2.03M 0.34% 67
2026
Q1 		$353K Hold
3,037
– – 0.06% 160
2025
Q4 		$350K Sell
3,037
-130
-4% -$14.9K 0.06% 157
2025
Q3 		$361K Buy
+3,167
New +$359K 0.06% 155

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

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

IPG Investment Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 574% in Q2 2026, buying an estimated $2.03M and bringing the position to 20,460 shares worth $2.4M. The position accounts for 0.34% of the portfolio, ranked #67.

IPG Investment Advisors first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • IPG Investment Advisors held 20,460 shares of Alpha Architect 1-3 Month Box ETF worth $2.4M as of Q2 2026.
  • IPG Investment Advisors bought 17,423 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.03M.
  • Alpha Architect 1-3 Month Box ETF made up 0.34% of IPG Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • IPG Investment Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.