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

Medallion Wealth 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
Q1 		$120K Buy
1,031
+65
+7% +$7.52K 0.04% 330
2025
Q4 		$111K Sell
966
-181
-16% -$20.7K 0.04% 338
2025
Q3 		$131K Buy
1,147
+59
+5% +$6.68K 0.05% 303
2025
Q2 		$123K Sell
1,088
-87
-7% -$9.75K 0.05% 312
2025
Q1 		$131K Buy
1,175
+8
+0.7% +$887 0.06% 266
2024
Q4 		$129K Buy
+1,167
New +$128K 0.06% 254

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 $15.7B AUM 34.02% 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
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Medallion Wealth Advisors's BOXX Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 6.7% in Q1 2026, buying an estimated $7.52K and bringing the position to 1,031 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #330.

Medallion Wealth Advisors first reported a position in BOXX in Q4 2024 and has held it in 6 quarters since. The position peaked at $131K in Q1 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Medallion Wealth Advisors held 1,031 shares of Alpha Architect 1-3 Month Box ETF worth $120K as of Q1 2026.
  • Medallion Wealth Advisors bought 65 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $7.52K.
  • Alpha Architect 1-3 Month Box ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #330 holding.
  • Medallion Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $131K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.