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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
Q2 		$8.03M Buy
68,589
+5,021
+8% +$586K 3.2% 8
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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

Norris Financial Group's BOXX Position: Q2 2026 in Review

Norris Financial Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.9% in Q2 2026, buying an estimated $586K and bringing the position to 68,589 shares worth $8.03M. The position accounts for 3.2% of the portfolio, ranked #8.

Norris Financial Group first reported a position in BOXX in Q4 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Norris Financial Group held 68,589 shares of Alpha Architect 1-3 Month Box ETF worth $8.03M as of Q2 2026.
  • Norris Financial Group bought 5,021 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $586K.
  • Alpha Architect 1-3 Month Box ETF made up 3.2% of Norris Financial Group's portfolio in Q2 2026, its #8 holding.
  • Norris Financial Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and has held it in 11 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.