January Capital Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

January Capital 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 Q1	$2.18M	Buy	+18,709	New	+$2.16M	2.93%	9

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

TWD

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

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

January Capital Advisors's BOXX Position: Q1 2026 in Review

January Capital Advisors opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026: 18,709 shares worth $2.18M. The stake represents 2.93% of the portfolio and ranks #9 among its holdings.

335 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

January Capital Advisors held 18,709 shares of Alpha Architect 1-3 Month Box ETF worth $2.18M as of Q1 2026.
Alpha Architect 1-3 Month Box ETF was a new January Capital Advisors position in Q1 2026.
Alpha Architect 1-3 Month Box ETF made up 2.93% of January Capital Advisors's portfolio in Q1 2026, its #9 holding.
335 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.