Lavaca Capital’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Lavaca Capital’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	$390K	Sell	3,332 -86	-3%	-$10K	0.04%	88
2026 Q1	$397K	Buy	3,418 +306	+10%	+$35.4K	0.07%	74
2025 Q4	$358K	Sell	3,112 -209	-6%	-$23.9K	0.06%	75
2025 Q3	$378K	Buy	3,321 +598	+22%	+$67.7K	0.07%	73
2025 Q2	$307K	Buy	2,723 +124	+5%	+$13.9K	0.11%	85
2025 Q1	$290K	Sell	2,599 -3,267	-56%	-$362K	0.12%	87
2024 Q4	$647K	Sell	5,866 -76	-1%	-$8.33K	0.25%	65
2024 Q3	$647K	Buy	5,942 +3,173	+115%	+$344K	0.28%	59
2024 Q2	$299K	Buy	+2,769	New	+$297K	0.15%	69

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

Lavaca Capital's BOXX Position: Q2 2026 in Review

Lavaca Capital reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2.5% in Q2 2026, selling an estimated $10K and leaving 3,332 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #88.

Lavaca Capital first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $647K in Q3 2024. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Lavaca Capital held 3,332 shares of Alpha Architect 1-3 Month Box ETF worth $390K as of Q2 2026.
Lavaca Capital sold 86 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $10K.
Alpha Architect 1-3 Month Box ETF made up 0.04% of Lavaca Capital's portfolio in Q2 2026, its #88 holding.
Lavaca Capital first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
Lavaca Capital's Alpha Architect 1-3 Month Box ETF position peaked at $647K in Q3 2024.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.