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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return