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

NewEdge 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 		$797K Sell
6,808
-1,358
-17% -$158K ﹤0.01% 1813
2026
Q1 		$950K Buy
8,166
+2,092
+34% +$242K ﹤0.01% 1537
2025
Q4 		$699K Buy
+6,074
New +$695K ﹤0.01% 1724

Other funds holding BOXX

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EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
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

NewEdge Advisors's BOXX Position: Q2 2026 in Review

NewEdge Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 17% in Q2 2026, selling an estimated $158K and leaving 6,808 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

NewEdge Advisors first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $950K in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • NewEdge Advisors held 6,808 shares of Alpha Architect 1-3 Month Box ETF worth $797K as of Q2 2026.
  • NewEdge Advisors sold 1,358 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $158K.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1813 holding.
  • NewEdge Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $950K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.