Jim Simons
BOXX icon

Jim Simons’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Jim Simons’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
2025
Q2 		– Sell
-1,028,500
Closed -$115M – 3571
2025
Q1 		$115M Buy
1,028,500
+200,800
+24% +$22.3M 0.17% 124
2024
Q4 		$91.3M Buy
827,700
+60,100
+8% +$6.59M 0.14% 178
2024
Q3 		$83.6M Buy
767,600
+125,800
+20% +$13.6M 0.13% 176
2024
Q2 		$69.2M Buy
641,800
+141,800
+28% +$15.2M 0.12% 201
2024
Q1 		$53.2M Buy
+500,000
New +$52.9M 0.08% 296

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Jim Simons's BOXX Position: Q2 2025 in Review

Jim Simons sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2025, closing a stake of 1,028,500 shares — an estimated $115M sold.

Jim Simons first reported a position in BOXX in Q1 2024 and held it in 5 quarters. The position peaked at $115M in Q1 2025. 243 funds tracked by Wall St. Rank hold BOXX as of Q2 2025.

  • Jim Simons reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 1,028,500 Alpha Architect 1-3 Month Box ETF shares in Q2 2025, an estimated $115M.
  • Jim Simons first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 5 quarters.
  • Jim Simons's Alpha Architect 1-3 Month Box ETF position peaked at $115M in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.