MCA
BOXX icon

Magnolia Capital Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Magnolia Capital 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 		$1.08M Sell
9,243
-950
-9% -$111K 0.19% 134
2026
Q1 		$1.19M Sell
10,193
-1,350
-12% -$156K 0.23% 110
2025
Q4 		$1.33M Buy
11,543
+1,319
+13% +$151K 0.28% 90
2025
Q3 		$1.16M Buy
10,224
+4,974
+95% +$563K 0.3% 91
2025
Q2 		$592K Buy
5,250
+500
+11% +$56K 0.15% 147
2025
Q1 		$530K Hold
4,750
– – 0.14% 149
2024
Q4 		$524K Buy
+4,750
New +$521K 0.14% 155
2024
Q2 		– Sell
-4,750
Closed -$507K – 124
2024
Q1 		$507K Buy
+4,750
New +$503K 0.42% 63

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Empowered Funds
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
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Magnolia Capital Advisors's BOXX Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 9.3% in Q2 2026, selling an estimated $111K and leaving 9,243 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #134.

Magnolia Capital Advisors first reported a position in BOXX in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2025. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Magnolia Capital Advisors held 9,243 shares of Alpha Architect 1-3 Month Box ETF worth $1.08M as of Q2 2026.
  • Magnolia Capital Advisors sold 950 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $111K.
  • Alpha Architect 1-3 Month Box ETF made up 0.19% of Magnolia Capital Advisors's portfolio in Q2 2026, its #134 holding.
  • Magnolia Capital Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 8 quarters since.
  • Magnolia Capital Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $1.33M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.