Journey Strategic Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Journey Strategic Wealth’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	$2.52M	Buy	21,656 +7,576	+54%	+$876K	0.06%	85
2025 Q4	$1.62M	Sell	14,080 -1,982	-12%	-$227K	0.04%	118
2025 Q3	$1.83M	Sell	16,062 -1,366	-8%	-$155K	0.05%	101
2025 Q2	$1.96M	Sell	17,428 -3,487	-17%	-$391K	0.06%	96
2025 Q1	$2.33M	Buy	20,915 +2,265	+12%	+$251K	0.08%	70
2024 Q4	$2.06M	Sell	18,650 -20,067	-52%	-$2.2M	0.08%	73
2024 Q3	$4.22M	Buy	38,717 +6,035	+18%	+$654K	0.15%	40
2024 Q2	$3.52M	Buy	32,682 +24,069	+279%	+$2.58M	0.15%	33
2024 Q1	$917K	Buy	+8,613	New	+$911K	0.04%	81

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 $104B AUM 28.3% 1-Year Est. Return

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

Journey Strategic Wealth's BOXX Position: Q1 2026 in Review

Journey Strategic Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 54% in Q1 2026, buying an estimated $876K and bringing the position to 21,656 shares worth $2.52M. The position accounts for 0.06% of the portfolio, ranked #85.

Journey Strategic Wealth first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.22M in Q3 2024. 336 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Journey Strategic Wealth held 21,656 shares of Alpha Architect 1-3 Month Box ETF worth $2.52M as of Q1 2026.
Journey Strategic Wealth bought 7,576 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $876K.
Alpha Architect 1-3 Month Box ETF made up 0.06% of Journey Strategic Wealth's portfolio in Q1 2026, its #85 holding.
Journey Strategic Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's Alpha Architect 1-3 Month Box ETF position peaked at $4.22M in Q3 2024.
336 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.