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 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

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Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return