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Kerr Financial Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kerr Financial Planning’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 		$235 Sell
2
-1
-33% -$117 ﹤0.01% 509
2026
Q1 		$349 Buy
3
+1
+50% +$116 ﹤0.01% 492
2025
Q4 		$231 Buy
+2
New +$229 ﹤0.01% 487

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Kerr Financial Planning's BOXX Position: Q2 2026 in Review

Kerr Financial Planning reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 33% in Q2 2026, selling an estimated $117 and leaving 2 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Kerr Financial Planning first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $349 in Q1 2026. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Kerr Financial Planning held 2 shares of Alpha Architect 1-3 Month Box ETF worth $235 as of Q2 2026.
  • Kerr Financial Planning sold 1 Alpha Architect 1-3 Month Box ETF share in Q2 2026, an estimated $117.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #509 holding.
  • Kerr Financial Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's Alpha Architect 1-3 Month Box ETF position peaked at $349 in Q1 2026.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.