Norris Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Norris Financial Group’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	$7.39M	Buy	63,568 +2,094	+3%	+$242K	2.41%	10
2025 Q4	$7.08M	Buy	61,474 +3,699	+6%	+$423K	2.4%	8
2025 Q3	$6.58M	Buy	57,775 +1,892	+3%	+$214K	2.4%	8
2025 Q2	$6.3M	Buy	55,883 +8,637	+18%	+$968K	2.58%	9
2025 Q1	$5.27M	Buy	47,246 +10,197	+28%	+$1.13M	2.46%	10
2024 Q4	$4.09M	Buy	37,049 +12,336	+50%	+$1.35M	1.92%	10
2024 Q3	$2.69M	Buy	24,713 +4,055	+20%	+$439K	1.33%	17
2024 Q2	$2.23M	Buy	20,658 +17,006	+466%	+$1.82M	1.16%	24
2024 Q1	$389K	Buy	3,652 +21	+0.6%	+$2.22K	0.21%	56
2023 Q4	$382K	Buy	+3,631	New	+$379K	0.23%	51

Other funds holding BOXX

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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

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return