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

Kestra Private Wealth 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 		$2.5M Sell
21,335
-44,045
-67% -$5.14M 0.03% 524
2026
Q1 		$7.6M Buy
65,380
+32,583
+99% +$3.77M 0.09% 239
2025
Q4 		$3.77M Buy
32,797
+16,222
+98% +$1.86M 0.05% 369
2025
Q3 		$1.89M Buy
16,575
+4,810
+41% +$545K 0.02% 540
2025
Q2 		$1.33M Sell
11,765
-10,890
-48% -$1.22M 0.02% 622
2025
Q1 		$2.53M Buy
22,655
+16,439
+264% +$1.82M 0.04% 399
2024
Q4 		$686K Buy
6,216
+1,938
+45% +$212K 0.01% 790
2024
Q3 		$466K Sell
4,278
-7,250
-63% -$786K 0.01% 905
2024
Q2 		$1.24M Buy
11,528
+3,458
+43% +$370K 0.02% 507
2024
Q1 		$859K Buy
8,070
+352
+5% +$37.2K 0.02% 601
2023
Q4 		$812K Buy
+7,718
New +$806K 0.02% 580

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
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Kestra Private Wealth Services's BOXX Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 67% in Q2 2026, selling an estimated $5.14M and leaving 21,335 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #524.

Kestra Private Wealth Services first reported a position in BOXX in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.6M in Q1 2026. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Kestra Private Wealth Services held 21,335 shares of Alpha Architect 1-3 Month Box ETF worth $2.5M as of Q2 2026.
  • Kestra Private Wealth Services sold 44,045 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $5.14M.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #524 holding.
  • Kestra Private Wealth Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's Alpha Architect 1-3 Month Box ETF position peaked at $7.6M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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