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Moneta Group Investment Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Moneta Group Investment 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 		$1.37M Sell
11,784
-3,216
-21% -$372K 0.01% 320
2025
Q4 		$1.73M Buy
+15,000
New +$1.72M 0.01% 282

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 $38.8B AUM 21.88% 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

Moneta Group Investment Advisors's BOXX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 21% in Q1 2026, selling an estimated $372K and leaving 11,784 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #320.

Moneta Group Investment Advisors first reported a position in BOXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.73M in Q4 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Moneta Group Investment Advisors held 11,784 shares of Alpha Architect 1-3 Month Box ETF worth $1.37M as of Q1 2026.
  • Moneta Group Investment Advisors sold 3,216 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $372K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #320 holding.
  • Moneta Group Investment Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 2 quarters since.
  • Moneta Group Investment Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $1.73M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.