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

Naples Global 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 		$212K Hold
1,814
– – 0.01% 451
2026
Q1 		$211K Buy
+1,814
New +$210K 0.02% 429

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Cambridge Investment Research Advisors
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TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
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HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Naples Global Advisors's BOXX Position: Q2 2026 in Review

Naples Global Advisors held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 1,814 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #451.

Naples Global Advisors first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Naples Global Advisors held 1,814 shares of Alpha Architect 1-3 Month Box ETF worth $212K as of Q2 2026.
  • Naples Global Advisors left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #451 holding.
  • Naples Global Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.