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Innovative Advisory Group, LLC’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Innovative Advisory Group, LLC’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 		$204K Buy
+1,744
New +$204K 0.15% 29
2026
Q1 		– Sell
-202,414
Closed -$23.3M – 65
2025
Q4 		$23.3M Sell
202,414
-32,538
-14% -$3.72M 14.83% 2
2025
Q3 		$26.8M Buy
234,952
+230,607
+5,307% +$26.1M 16.46% 1
2025
Q2 		$490K Hold
4,345
– – 0.41% 25
2025
Q1 		$484K Buy
+4,345
New +$482K 0.46% 22

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Innovative Advisory Group, LLC's BOXX Position: Q2 2026 in Review

Innovative Advisory Group, LLC opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 1,744 shares worth $204K. The stake represents 0.15% of the portfolio and ranks #29 among its holdings. This is a return to the name: Innovative Advisory Group, LLC previously reported a position in BOXX as recently as Q4 2025.

Innovative Advisory Group, LLC first reported a position in BOXX in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.8M in Q3 2025. 374 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Innovative Advisory Group, LLC held 1,744 shares of Alpha Architect 1-3 Month Box ETF worth $204K as of Q2 2026.
  • Alpha Architect 1-3 Month Box ETF was a new Innovative Advisory Group, LLC position in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.15% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #29 holding.
  • Innovative Advisory Group, LLC first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 5 quarters since.
  • Innovative Advisory Group, LLC's Alpha Architect 1-3 Month Box ETF position peaked at $26.8M in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.