LP
BOXX icon

LGL Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

LGL Partners’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
2025
Q4 		– Sell
-9,000
Closed -$1.02M – 54
2025
Q3 		$1.02M Hold
9,000
– – 0.44% 24
2025
Q2 		$1.02M Hold
9,000
– – 0.45% 22
2025
Q1 		$1M Sell
9,000
-375,687
-98% -$41.7M 0.48% 21
2024
Q4 		$42.4M Sell
384,687
-253,909
-40% -$27.8M 6.16% 4
2024
Q3 		$69.6M Sell
638,596
-10,198
-2% -$1.11M 9.77% 2
2024
Q2 		$69.9M Buy
+648,794
New +$69.5M 10.23% 2

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

LGL Partners's BOXX Position: Q4 2025 in Review

LGL Partners sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2025, closing a stake of 9,000 shares — an estimated $1.02M sold.

LGL Partners first reported a position in BOXX in Q2 2024 and held it in 6 quarters. The position peaked at $69.9M in Q2 2024. 296 funds tracked by Wall St. Rank hold BOXX as of Q4 2025.

  • LGL Partners reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2025 after selling out during the quarter.
  • LGL Partners sold 9,000 Alpha Architect 1-3 Month Box ETF shares in Q4 2025, an estimated $1.02M.
  • LGL Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and held it in 6 quarters.
  • LGL Partners's Alpha Architect 1-3 Month Box ETF position peaked at $69.9M in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2025.

Based on LGL Partners's 13F filing for Q4 2025, filed 9 Feb 2026.