Mattson Financial Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Mattson Financial Services’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	$834K	Buy	7,102 +2,340	+49%	+$273K	0.17%	131
2026 Q1	$554K	Sell	4,762 -7	-0.1%	-$810	0.13%	140
2025 Q4	$549K	Buy	4,769 +1,010	+27%	+$116K	0.13%	142
2025 Q3	$428K	Buy	+3,759	New	+$426K	0.1%	141
2025 Q2	–	Sell	-83	Closed	-$9.25K	–	180
2025 Q1	$9.25K	Buy	+83	New	+$9.21K	﹤0.01%	252

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

Mattson Financial Services's BOXX Position: Q2 2026 in Review

Mattson Financial Services increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 49% in Q2 2026, buying an estimated $273K and bringing the position to 7,102 shares worth $834K. The position accounts for 0.17% of the portfolio, ranked #131.

Mattson Financial Services first reported a position in BOXX in Q1 2025 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Mattson Financial Services held 7,102 shares of Alpha Architect 1-3 Month Box ETF worth $834K as of Q2 2026.
Mattson Financial Services bought 2,340 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $273K.
Alpha Architect 1-3 Month Box ETF made up 0.17% of Mattson Financial Services's portfolio in Q2 2026, its #131 holding.
Mattson Financial Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 5 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.