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Moser Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Moser Wealth 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
2025
Q2 		$4.3M Buy
38,150
+10,270
+37% +$1.15M 2.06% 14
2025
Q1 		$3.11M Buy
27,880
+10,120
+57% +$1.12M 1.63% 16
2024
Q4 		$1.96M Buy
17,760
+210
+1% +$23K 1.02% 25
2024
Q3 		$1.91M Buy
17,550
+450
+3% +$48.8K 0.99% 25
2024
Q2 		$1.84M Buy
17,100
+1,075
+7% +$115K 1% 25
2024
Q1 		$1.71M Buy
+16,025
New +$1.7M 0.95% 26

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Moser Wealth Advisors's BOXX Position: Q2 2025 in Review

Moser Wealth Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 37% in Q2 2025, buying an estimated $1.15M and bringing the position to 38,150 shares worth $4.3M. The position accounts for 2.06% of the portfolio, ranked #14.

Moser Wealth Advisors first reported a position in BOXX in Q1 2024 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold BOXX as of Q2 2025.

  • Moser Wealth Advisors held 38,150 shares of Alpha Architect 1-3 Month Box ETF worth $4.3M as of Q2 2025.
  • Moser Wealth Advisors bought 10,270 Alpha Architect 1-3 Month Box ETF shares in Q2 2025, an estimated $1.15M.
  • Alpha Architect 1-3 Month Box ETF made up 2.06% of Moser Wealth Advisors's portfolio in Q2 2025, its #14 holding.
  • Moser Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 6 quarters since.
  • 243 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.