JG
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Jain Global’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Jain Global’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 		– Sell
-181,455
Closed -$20.9M – 1240
2025
Q4 		$20.9M Buy
+181,455
New +$20.8M 0.1% 211

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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Jain Global's BOXX Position: Q1 2026 in Review

Jain Global sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026, closing a stake of 181,455 shares — an estimated $20.9M sold.

Jain Global first reported a position in BOXX in Q4 2025 and held it in 1 quarter. The position peaked at $20.9M in Q4 2025. 335 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Jain Global reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2026 after selling out during the quarter.
  • Jain Global sold 181,455 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $20.9M.
  • Jain Global first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and held it in 1 quarter.
  • Jain Global's Alpha Architect 1-3 Month Box ETF position peaked at $20.9M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.