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Moisand Fitzgerald Tamayo’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Moisand Fitzgerald Tamayo’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 		$6.23M Buy
53,170
+2,187
+4% +$255K 0.61% 18
2026
Q1 		$5.93M Buy
50,983
+8,395
+20% +$971K 0.64% 17
2025
Q4 		$4.9M Buy
42,588
+22,212
+109% +$2.54M 0.55% 19
2025
Q3 		$2.32M Buy
20,376
+17,181
+538% +$1.95M 0.27% 36
2025
Q2 		$360K Hold
3,195
– – 0.05% 86
2025
Q1 		$356K Sell
3,195
-30
-0.9% -$3.33K 0.05% 85
2024
Q4 		$356K Buy
3,225
+126
+4% +$13.8K 0.05% 83
2024
Q3 		$338K Hold
3,099
– – 0.05% 87
2024
Q2 		$334K Buy
3,099
+193
+7% +$20.7K 0.05% 83
2024
Q1 		$309K Buy
+2,906
New +$307K 0.05% 85

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

Moisand Fitzgerald Tamayo's BOXX Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.3% in Q2 2026, buying an estimated $255K and bringing the position to 53,170 shares worth $6.23M. The position accounts for 0.61% of the portfolio, ranked #18.

Moisand Fitzgerald Tamayo first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 53,170 shares of Alpha Architect 1-3 Month Box ETF worth $6.23M as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 2,187 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $255K.
  • Alpha Architect 1-3 Month Box ETF made up 0.61% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #18 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.