KAS
BOXX icon

Kestra Advisory Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kestra Advisory Services’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 		$4.92M Buy
42,048
+842
+2% +$98.3K 0.02% 860
2026
Q1 		$4.79M Buy
41,206
+6,425
+18% +$743K 0.02% 816
2025
Q4 		$4M Buy
34,781
+4,334
+14% +$496K 0.02% 867
2025
Q3 		$3.47M Buy
30,447
+11,637
+62% +$1.32M 0.02% 876
2025
Q2 		$2.12M Sell
18,810
-464
-2% -$52K 0.01% 1048
2025
Q1 		$2.15M Buy
19,274
+4,747
+33% +$527K 0.01% 948
2024
Q4 		$1.6M Buy
14,527
+9,616
+196% +$1.05M 0.01% 1118
2024
Q3 		$535K Buy
+4,911
New +$532K ﹤0.01% 1729

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

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

Kestra Advisory Services increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2% in Q2 2026, buying an estimated $98.3K and bringing the position to 42,048 shares worth $4.92M. The position accounts for 0.02% of the portfolio, ranked #860.

Kestra Advisory Services first reported a position in BOXX in Q3 2024 and has held it in 8 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Kestra Advisory Services held 42,048 shares of Alpha Architect 1-3 Month Box ETF worth $4.92M as of Q2 2026.
  • Kestra Advisory Services bought 842 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $98.3K.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #860 holding.
  • Kestra Advisory Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 8 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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