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Money Concepts Capital’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Money Concepts Capital’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 		$1.99M Buy
17,012
+5,573
+49% +$650K 0.09% 202
2026
Q1 		$1.33M Buy
+11,439
New +$1.32M 0.07% 246

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Money Concepts Capital's BOXX Position: Q2 2026 in Review

Money Concepts Capital increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 49% in Q2 2026, buying an estimated $650K and bringing the position to 17,012 shares worth $1.99M. The position accounts for 0.09% of the portfolio, ranked #202.

Money Concepts Capital first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Money Concepts Capital held 17,012 shares of Alpha Architect 1-3 Month Box ETF worth $1.99M as of Q2 2026.
  • Money Concepts Capital bought 5,573 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $650K.
  • Alpha Architect 1-3 Month Box ETF made up 0.09% of Money Concepts Capital's portfolio in Q2 2026, its #202 holding.
  • Money Concepts Capital first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.