MA
BOXX icon

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Mutual Advisors's BOXX Position: Q1 2026 in Review

Mutual Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.88% in Q1 2026, buying an estimated $86.5K and bringing the position to 85,965 shares worth $10M. The position accounts for 0.21% of the portfolio, ranked #86.

Mutual Advisors first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.2M in Q3 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Mutual Advisors held 85,965 shares of Alpha Architect 1-3 Month Box ETF worth $10M as of Q1 2026.
  • Mutual Advisors bought 748 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $86.5K.
  • Alpha Architect 1-3 Month Box ETF made up 0.21% of Mutual Advisors's portfolio in Q1 2026, its #86 holding.
  • Mutual Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
  • Mutual Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $10.2M in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.