Kathmere Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kathmere Capital Management’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	$11.7M	Sell	100,341 -90,780	-47%	-$10.6M	0.62%	33
2026 Q1	$22.2M	Buy	191,121 +6,581	+4%	+$761K	1.37%	18
2025 Q4	$21.2M	Sell	184,540 -52,246	-22%	-$5.98M	1.43%	19
2025 Q3	$27M	Buy	236,786 +176,316	+292%	+$20M	1.91%	15
2025 Q2	$6.81M	Sell	60,470 -4,728	-7%	-$530K	0.52%	40
2025 Q1	$7.27M	Buy	65,198 +1,132	+2%	+$126K	0.62%	37
2024 Q4	$7.07M	Buy	+64,066	New	+$7.02M	0.63%	37

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

Kathmere Capital Management's BOXX Position: Q2 2026 in Review

Kathmere Capital Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 47% in Q2 2026, selling an estimated $10.6M and leaving 100,341 shares worth $11.7M. The position accounts for 0.62% of the portfolio, ranked #33.

Kathmere Capital Management first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $27M in Q3 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Kathmere Capital Management held 100,341 shares of Alpha Architect 1-3 Month Box ETF worth $11.7M as of Q2 2026.
Kathmere Capital Management sold 90,780 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $10.6M.
Alpha Architect 1-3 Month Box ETF made up 0.62% of Kathmere Capital Management's portfolio in Q2 2026, its #33 holding.
Kathmere Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
Kathmere Capital Management's Alpha Architect 1-3 Month Box ETF position peaked at $27M in Q3 2025.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.