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

Mutual 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 Q2	$11.8M	Buy	100,790 +14,825	+17%	+$1.73M	0.22%	78
2026 Q1	$10M	Buy	85,965 +748	+0.9%	+$86.5K	0.21%	86
2025 Q4	$9.81M	Sell	85,217 -4,598	-5%	-$526K	0.21%	92
2025 Q3	$10.2M	Buy	89,815 +26,954	+43%	+$3.05M	0.23%	86
2025 Q2	$7.1M	Buy	62,861 +10,595	+20%	+$1.19M	0.18%	114
2025 Q1	$5.85M	Buy	52,266 +10,244	+24%	+$1.14M	0.17%	124
2024 Q4	$4.64M	Buy	42,022 +12,973	+45%	+$1.42M	0.13%	152
2024 Q3	$3.17M	Buy	29,049 +17,648	+155%	+$1.91M	0.09%	198
2024 Q2	$1.23M	Buy	+11,401	New	+$1.22M	0.04%	418

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

Mutual Advisors's BOXX Position: Q2 2026 in Review

Mutual Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 17% in Q2 2026, buying an estimated $1.73M and bringing the position to 100,790 shares worth $11.8M. The position accounts for 0.22% of the portfolio, ranked #78.

Mutual Advisors first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Mutual Advisors held 100,790 shares of Alpha Architect 1-3 Month Box ETF worth $11.8M as of Q2 2026.
Mutual Advisors bought 14,825 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.73M.
Alpha Architect 1-3 Month Box ETF made up 0.22% of Mutual Advisors's portfolio in Q2 2026, its #78 holding.
Mutual Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.