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

Lifeworks 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	$12.3M	Buy	104,649 +68,342	+188%	+$7.98M	1.28%	16
2026 Q1	$4.22M	Sell	36,307 -1,700	-4%	-$197K	0.54%	64
2025 Q4	$4.37M	Sell	38,007 -5,220	-12%	-$597K	0.57%	60
2025 Q3	$4.92M	Sell	43,227 -49,531	-53%	-$5.61M	0.66%	55
2025 Q2	$10.5M	Buy	92,758 +63,107	+213%	+$7.07M	1.56%	10
2025 Q1	$3.31M	Buy	29,651 +1,698	+6%	+$188K	0.55%	49
2024 Q4	$3.08M	Sell	27,953 -1,512	-5%	-$166K	0.56%	57
2024 Q3	$3.21M	Buy	29,465 +12,588	+75%	+$1.36M	0.63%	50
2024 Q2	$1.82M	Buy	+16,877	New	+$1.81M	0.51%	64

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

Lifeworks Advisors's BOXX Position: Q2 2026 in Review

Lifeworks Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 188% in Q2 2026, buying an estimated $7.98M and bringing the position to 104,649 shares worth $12.3M. The position accounts for 1.28% of the portfolio, ranked #16.

Lifeworks Advisors 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.

Lifeworks Advisors held 104,649 shares of Alpha Architect 1-3 Month Box ETF worth $12.3M as of Q2 2026.
Lifeworks Advisors bought 68,342 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $7.98M.
Alpha Architect 1-3 Month Box ETF made up 1.28% of Lifeworks Advisors's portfolio in Q2 2026, its #16 holding.
Lifeworks Advisors 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 Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.