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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
Q2 		$12.1M Buy
103,165
+6,727
+7% +$785K 0.15% 121
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 $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

Kingsview Wealth Management's BOXX Position: Q2 2026 in Review

Kingsview Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7% in Q2 2026, buying an estimated $785K and bringing the position to 103,165 shares worth $12.1M. The position accounts for 0.15% of the portfolio, ranked #121.

Kingsview Wealth Management first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Kingsview Wealth Management held 103,165 shares of Alpha Architect 1-3 Month Box ETF worth $12.1M as of Q2 2026.
  • Kingsview Wealth Management bought 6,727 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $785K.
  • Alpha Architect 1-3 Month Box ETF made up 0.15% of Kingsview Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Kingsview Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.