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 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

Longview Financial Advisors's BOXX Position: Q2 2026 in Review

Longview Financial Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 17% in Q2 2026, buying an estimated $1.61M and bringing the position to 94,746 shares worth $11.1M. The position accounts for 6.49% of the portfolio, ranked #8.

Longview Financial Advisors first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Longview Financial Advisors held 94,746 shares of Alpha Architect 1-3 Month Box ETF worth $11.1M as of Q2 2026.
Longview Financial Advisors bought 13,818 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.61M.
Alpha Architect 1-3 Month Box ETF made up 6.49% of Longview Financial Advisors's portfolio in Q2 2026, its #8 holding.
Longview Financial Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.