Janney Montgomery Scott

Janney Montgomery Scott’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Janney Montgomery Scott’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	$6.36M	Buy	54,675 +760	+1%	+$87.9K	0.02%	748
2025 Q4	$6.21M	Buy	53,915 +2,961	+6%	+$339K	0.01%	794
2025 Q3	$5.8M	Buy	50,954 +7,691	+18%	+$871K	0.01%	819
2025 Q2	$4.88M	Buy	43,263 +16,748	+63%	+$1.88M	0.01%	819
2025 Q1	$2.96M	Buy	26,515 +22,072	+497%	+$2.45M	0.01%	995
2024 Q4	$490K	Sell	4,443 -235	-5%	-$25.8K	﹤0.01%	2011
2024 Q3	$510K	Sell	4,678 -2,519	-35%	-$273K	﹤0.01%	1952
2024 Q2	$776K	Buy	7,197 +4,090	+132%	+$438K	﹤0.01%	1590
2024 Q1	$331K	Buy	+3,107	New	+$329K	﹤0.01%	2274

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Rockefeller Capital Management

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

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

Cambridge Investment Research Advisors

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

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

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

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

HighTower Advisors

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