Madison Wealth Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Madison Wealth Partners’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	$6.73M	Buy	57,519 +18,733	+48%	+$2.19M	0.86%	23
2026 Q1	$4.51M	Buy	38,786 +3,022	+8%	+$350K	0.72%	26
2025 Q4	$4.12M	Buy	35,764 +4,828	+16%	+$552K	0.75%	27
2025 Q3	$3.52M	Buy	30,936 +8,984	+41%	+$1.02M	0.7%	25
2025 Q2	$2.47M	Buy	21,952 +5,174	+31%	+$580K	0.54%	28
2025 Q1	$1.87M	Buy	16,778 +8,576	+105%	+$951K	0.46%	34
2024 Q4	$904K	Sell	8,202 -1,639	-17%	-$180K	0.25%	50
2024 Q3	$1.07M	Buy	9,841 +3,270	+50%	+$354K	0.32%	44
2024 Q2	$708K	Buy	+6,571	New	+$704K	0.24%	55

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

Madison Wealth Partners's BOXX Position: Q2 2026 in Review

Madison Wealth Partners increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 48% in Q2 2026, buying an estimated $2.19M and bringing the position to 57,519 shares worth $6.73M. The position accounts for 0.86% of the portfolio, ranked #23.

Madison Wealth Partners 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.

Madison Wealth Partners held 57,519 shares of Alpha Architect 1-3 Month Box ETF worth $6.73M as of Q2 2026.
Madison Wealth Partners bought 18,733 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.19M.
Alpha Architect 1-3 Month Box ETF made up 0.86% of Madison Wealth Partners's portfolio in Q2 2026, its #23 holding.
Madison Wealth Partners 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 Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.