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 Q2	$6.59M	Buy	56,262 +1,587	+3%	+$185K	0.01%	842
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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Janney Montgomery Scott's BOXX Position: Q2 2026 in Review

Janney Montgomery Scott increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2.9% in Q2 2026, buying an estimated $185K and bringing the position to 56,262 shares worth $6.59M. The position accounts for 0.01% of the portfolio, ranked #842.

Janney Montgomery Scott 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.

Janney Montgomery Scott held 56,262 shares of Alpha Architect 1-3 Month Box ETF worth $6.59M as of Q2 2026.
Janney Montgomery Scott bought 1,587 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $185K.
Alpha Architect 1-3 Month Box ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #842 holding.
Janney Montgomery Scott 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.