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Kingsview Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kingsview Wealth Management’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 		$11.2M Sell
96,438
-311
-0.3% -$36K 0.15% 119
2025
Q4 		$11.1M Buy
96,749
+23,383
+32% +$2.68M 0.16% 119
2025
Q3 		$8.35M Buy
73,366
+7,068
+11% +$801K 0.13% 165
2025
Q2 		$7.47M Buy
66,298
+14,399
+28% +$1.61M 0.13% 173
2025
Q1 		$5.79M Buy
51,899
+28,350
+120% +$3.15M 0.11% 191
2024
Q4 		$2.6M Buy
23,549
+7,224
+44% +$792K 0.05% 326
2024
Q3 		$1.78M Buy
16,325
+12,425
+319% +$1.35M 0.04% 401
2024
Q2 		$420K Buy
+3,900
New +$418K 0.01% 741

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 $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
TWD
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
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
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
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Kingsview Wealth Management's BOXX Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.32% in Q1 2026, selling an estimated $36K and leaving 96,438 shares worth $11.2M. The position accounts for 0.15% of the portfolio, ranked #119.

Kingsview Wealth Management first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Kingsview Wealth Management held 96,438 shares of Alpha Architect 1-3 Month Box ETF worth $11.2M as of Q1 2026.
  • Kingsview Wealth Management sold 311 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $36K.
  • Alpha Architect 1-3 Month Box ETF made up 0.15% of Kingsview Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Kingsview Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.