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

Marcum Wealth’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
2025
Q1 		$355K Hold
3,185
– – 0.03% 257
2024
Q4 		$351K Hold
3,185
– – 0.03% 255
2024
Q3 		$347K Buy
3,185
+369
+13% +$40K 0.03% 253
2024
Q2 		$304K Buy
+2,816
New +$302K 0.03% 273

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Marcum Wealth's BOXX Position: Q1 2025 in Review

Marcum Wealth held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q1 2025 at 3,185 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #257.

Marcum Wealth first reported a position in BOXX in Q2 2024 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold BOXX as of Q1 2025.

  • Marcum Wealth held 3,185 shares of Alpha Architect 1-3 Month Box ETF worth $355K as of Q1 2025.
  • Marcum Wealth left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q1 2025.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #257 holding.
  • Marcum Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.