KAS
BOXA

Kestra Advisory Services’s Alpha Architect Aggregate Bond ETF BOXA Stock Holding History

Kestra Advisory Services’s Portfolio BOXA Stock Details BOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
11,994
+2,222
+23% +$234K ﹤0.01% 1654
2026
Q1 		$1.03M Buy
9,772
+9,442
+2,861% +$1,000K ﹤0.01% 1711
2025
Q4 		$34.8K Buy
+330
New +$34.8K ﹤0.01% 4195

Other funds holding BOXA

RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
EP
E6 Portfolios Midvale, Utah $125M AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Kestra Advisory Services's BOXA Position: Q2 2026 in Review

Kestra Advisory Services increased its Alpha Architect Aggregate Bond ETF (BOXA) stake by 23% in Q2 2026, buying an estimated $234K and bringing the position to 11,994 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Kestra Advisory Services first reported a position in BOXA in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold BOXA as of Q2 2026.

  • Kestra Advisory Services held 11,994 shares of Alpha Architect Aggregate Bond ETF worth $1.27M as of Q2 2026.
  • Kestra Advisory Services bought 2,222 Alpha Architect Aggregate Bond ETF shares in Q2 2026, an estimated $234K.
  • Alpha Architect Aggregate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1654 holding.
  • Kestra Advisory Services first reported a position in Alpha Architect Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.