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Kingswood Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kingswood Wealth Advisors’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 		$551K Buy
4,705
+1,803
+62% +$210K 0.02% 581
2026
Q1 		$337K Buy
2,902
+401
+16% +$46.4K 0.02% 676
2025
Q4 		$288K Sell
2,501
-2,173
-46% -$249K 0.01% 694
2025
Q3 		$532K Buy
4,674
+2,892
+162% +$328K 0.03% 466
2025
Q2 		$201K Buy
+1,782
New +$200K 0.02% 706

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 $103B AUM 28.65% 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

Kingswood Wealth Advisors's BOXX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 62% in Q2 2026, buying an estimated $210K and bringing the position to 4,705 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #581.

Kingswood Wealth Advisors first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Kingswood Wealth Advisors held 4,705 shares of Alpha Architect 1-3 Month Box ETF worth $551K as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,803 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $210K.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #581 holding.
  • Kingswood Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.