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 Q2	$2.27M	Buy	19,393 +3,771	+24%	+$440K	0.38%	62
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 $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Morse Asset Management's BOXX Position: Q2 2026 in Review

Morse Asset Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 24% in Q2 2026, buying an estimated $440K and bringing the position to 19,393 shares worth $2.27M. The position accounts for 0.38% of the portfolio, ranked #62.

Morse Asset Management first reported a position in BOXX in Q2 2024 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Morse Asset Management held 19,393 shares of Alpha Architect 1-3 Month Box ETF worth $2.27M as of Q2 2026.
Morse Asset Management bought 3,771 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $440K.
Alpha Architect 1-3 Month Box ETF made up 0.38% of Morse Asset Management's portfolio in Q2 2026, its #62 holding.
Morse Asset Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 7 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.