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

Longview Financial 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	$11.1M	Buy	94,746 +13,818	+17%	+$1.61M	6.49%	8
2026 Q1	$9.41M	Buy	80,928 +6,177	+8%	+$714K	5.75%	8
2025 Q4	$8.6M	Buy	74,751 +5,892	+9%	+$674K	5.85%	8
2025 Q3	$7.84M	Buy	68,859 +59,954	+673%	+$6.79M	5.59%	7
2025 Q2	$1M	Buy	8,905 +5,218	+142%	+$585K	0.85%	22
2025 Q1	$411K	Sell	3,687 -4,040	-52%	-$448K	0.35%	33
2024 Q4	$852K	Sell	7,727 -5,312	-41%	-$582K	0.67%	24
2024 Q3	$1.42M	Buy	13,039 +4,509	+53%	+$489K	1.04%	18
2024 Q2	$920K	Buy	8,530 +4,008	+89%	+$429K	0.7%	24
2024 Q1	$481K	Buy	+4,522	New	+$478K	0.36%	32

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return