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Mather Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Mather Group’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 		$5.9M Sell
50,392
-20,744
-29% -$2.42M 0.05% 143
2026
Q1 		$8.27M Buy
71,136
+68,742
+2,871% +$7.95M 0.08% 92
2025
Q4 		$276K Buy
+2,394
New +$274K ﹤0.01% 545

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

Mather Group's BOXX Position: Q2 2026 in Review

Mather Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 29% in Q2 2026, selling an estimated $2.42M and leaving 50,392 shares worth $5.9M. The position accounts for 0.05% of the portfolio, ranked #143.

Mather Group first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.27M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Mather Group held 50,392 shares of Alpha Architect 1-3 Month Box ETF worth $5.9M as of Q2 2026.
  • Mather Group sold 20,744 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.42M.
  • Alpha Architect 1-3 Month Box ETF made up 0.05% of Mather Group's portfolio in Q2 2026, its #143 holding.
  • Mather Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Mather Group's Alpha Architect 1-3 Month Box ETF position peaked at $8.27M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.