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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
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
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

NWAM LLC's BOXX Position: Q2 2026 in Review

NWAM LLC increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 10% in Q2 2026, buying an estimated $865K and bringing the position to 79,155 shares worth $9.27M. The position accounts for 0.46% of the portfolio, ranked #43.

NWAM LLC first reported a position in BOXX in Q3 2024 and has held it in 8 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • NWAM LLC held 79,155 shares of Alpha Architect 1-3 Month Box ETF worth $9.27M as of Q2 2026.
  • NWAM LLC bought 7,410 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $865K.
  • Alpha Architect 1-3 Month Box ETF made up 0.46% of NWAM LLC's portfolio in Q2 2026, its #43 holding.
  • NWAM LLC first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 8 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.