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

LPL Financial’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 		$3.05M Buy
26,020
+8,110
+45% +$946K ﹤0.01% 3286
2026
Q1 		$2.08M Buy
17,910
+18
+0.1% +$2.08K ﹤0.01% 3474
2025
Q4 		$2.06M Sell
17,892
-5,232
-23% -$599K ﹤0.01% 3391
2025
Q3 		$2.63M Buy
23,124
+2,956
+15% +$335K ﹤0.01% 3059
2025
Q2 		$2.27M Sell
20,168
-7,123
-26% -$798K ﹤0.01% 3007
2025
Q1 		$3.04M Buy
27,291
+13,086
+92% +$1.45M ﹤0.01% 2554
2024
Q4 		$1.57M Buy
14,205
+3,290
+30% +$361K ﹤0.01% 3096
2024
Q3 		$1.19M Sell
10,915
-78
-0.7% -$8.45K ﹤0.01% 3225
2024
Q2 		$1.19M Buy
10,993
+890
+9% +$95.3K ﹤0.01% 3096
2024
Q1 		$1.08M Buy
+10,103
New +$1.07M ﹤0.01% 3111

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

LPL Financial's BOXX Position: Q2 2026 in Review

LPL Financial increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 45% in Q2 2026, buying an estimated $946K and bringing the position to 26,020 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

LPL Financial 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.

  • LPL Financial held 26,020 shares of Alpha Architect 1-3 Month Box ETF worth $3.05M as of Q2 2026.
  • LPL Financial bought 8,110 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $946K.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3286 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.