Mather Group
BOXX icon

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
Q3 		– Sell
-50,392
Closed -$5.9M – 2260
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 $67.3B AUM 21.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Elevatus Welath Management
Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Mather Group's BOXX Position: Q3 2026 in Review

Mather Group sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026, closing a stake of 50,392 shares — an estimated $5.9M sold.

Mather Group first reported a position in BOXX in Q4 2025 and held it in 3 quarters. The position peaked at $8.27M in Q1 2026. 117 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • Mather Group reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 50,392 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $5.9M.
  • Mather Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and held it in 3 quarters.
  • Mather Group's Alpha Architect 1-3 Month Box ETF position peaked at $8.27M in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.