Morse Asset Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Morse Asset Management’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	$1.82M	Sell	15,622 -1,450	-8%	-$168K	0.38%	64
2025 Q4	$1.96M	Buy	17,072 +5,072	+42%	+$580K	0.39%	62
2025 Q3	$1.37M	Hold	12,000	–	–	0.27%	84
2025 Q2	$1.35M	Buy	+12,000	New	+$1.35M	0.3%	72
2024 Q4	–	Sell	-19,000	Closed	-$2.07M	–	338
2024 Q3	$2.07M	Buy	19,000 +4,000	+27%	+$433K	0.45%	57
2024 Q2	$1.62M	Buy	+15,000	New	+$1.61M	0.39%	62

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Morse Asset Management's BOXX Position: Q1 2026 in Review

Morse Asset Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 8.5% in Q1 2026, selling an estimated $168K and leaving 15,622 shares worth $1.82M. The position accounts for 0.38% of the portfolio, ranked #64.

Morse Asset Management first reported a position in BOXX in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q3 2024. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Morse Asset Management held 15,622 shares of Alpha Architect 1-3 Month Box ETF worth $1.82M as of Q1 2026.
Morse Asset Management sold 1,450 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $168K.
Alpha Architect 1-3 Month Box ETF made up 0.38% of Morse Asset Management's portfolio in Q1 2026, its #64 holding.
Morse Asset Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 6 quarters since.
Morse Asset Management's Alpha Architect 1-3 Month Box ETF position peaked at $2.07M in Q3 2024.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.