NWAM LLC’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

NWAM 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 Q3	$10.1M	Buy	85,409 +6,254	+8%	+$737K	0.48%	41
2026 Q2	$9.27M	Buy	79,155 +7,410	+10%	+$865K	0.46%	43
2026 Q1	$8.34M	Sell	71,745 -239	-0.3%	-$27.6K	0.48%	48
2025 Q4	$8.31M	Sell	71,984 -258	-0.4%	-$29.5K	0.46%	49
2025 Q3	$8.24M	Buy	72,242 +1,508	+2%	+$171K	0.45%	45
2025 Q2	$8M	Buy	70,734 +19,489	+38%	+$2.18M	0.46%	45
2025 Q1	$5.71M	Buy	51,245 +17,902	+54%	+$1.99M	0.49%	36
2024 Q4	$3.68M	Buy	33,343 +7,680	+30%	+$842K	0.23%	100
2024 Q3	$2.8M	Buy	+25,663	New	+$2.78M	0.17%	133

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

NWAM LLC's BOXX Position: Q3 2026 in Review

NWAM LLC increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.9% in Q3 2026, buying an estimated $737K and bringing the position to 85,409 shares worth $10.1M. The position accounts for 0.48% of the portfolio, ranked #41.

NWAM LLC first reported a position in BOXX in Q3 2024 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

NWAM LLC held 85,409 shares of Alpha Architect 1-3 Month Box ETF worth $10.1M as of Q3 2026.
NWAM LLC bought 6,254 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $737K.
Alpha Architect 1-3 Month Box ETF made up 0.48% of NWAM LLC's portfolio in Q3 2026, its #41 holding.
NWAM LLC first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 9 quarters since.
248 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.