Kilter Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kilter Group’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	$930K	Buy	7,940 +857	+12%	+$100K	0.34%	29
2026 Q1	$824K	Hold	7,083	–	–	0.35%	28
2025 Q4	$815K	Sell	7,083 -1,243	-15%	-$142K	0.36%	30
2025 Q3	$948K	Buy	8,326 +4,501	+118%	+$510K	0.45%	27
2025 Q2	$431K	Sell	3,825 -1,469	-28%	-$165K	0.2%	37
2025 Q1	$590K	Buy	+5,294	New	+$587K	0.39%	28

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Kilter Group's BOXX Position: Q2 2026 in Review

Kilter Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 12% in Q2 2026, buying an estimated $100K and bringing the position to 7,940 shares worth $930K. The position accounts for 0.34% of the portfolio, ranked #29.

Kilter Group first reported a position in BOXX in Q1 2025 and has held it in 6 quarters since. The position peaked at $948K in Q3 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Kilter Group held 7,940 shares of Alpha Architect 1-3 Month Box ETF worth $930K as of Q2 2026.
Kilter Group bought 857 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $100K.
Alpha Architect 1-3 Month Box ETF made up 0.34% of Kilter Group's portfolio in Q2 2026, its #29 holding.
Kilter Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 6 quarters since.
Kilter Group's Alpha Architect 1-3 Month Box ETF position peaked at $948K in Q3 2025.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.