Old Mission Capital’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Old Mission Capital’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	$7.11M	Buy	+61,101	New	+$7.07M	0.11%	94
2025 Q3	–	Sell	-4,545	Closed	-$512K	–	1059
2025 Q2	$512K	Sell	4,545 -3,172	-41%	-$356K	0.01%	703
2025 Q1	$860K	Sell	7,717 -95,067	-92%	-$10.5M	0.01%	439
2024 Q4	$11.3M	Buy	102,784 +32,288	+46%	+$3.54M	0.17%	53
2024 Q3	$7.68M	Buy	+70,496	New	+$7.64M	0.11%	142
2023 Q4	–	Sell	-5,601	Closed	-$581K	–	1333
2023 Q3	$581K	Sell	5,601 -3,101	-36%	-$319K	0.01%	653
2023 Q2	$891K	Buy	+8,702	New	+$886K	0.02%	470

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

PPC

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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

Old Mission Capital's BOXX Position: Q1 2026 in Review

Old Mission Capital opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026: 61,101 shares worth $7.11M. The stake represents 0.11% of the portfolio and ranks #94 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in BOXX as recently as Q2 2025.

Old Mission Capital first reported a position in BOXX in Q2 2023 and has held it in 7 quarters since. The position peaked at $11.3M in Q4 2024. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Old Mission Capital held 61,101 shares of Alpha Architect 1-3 Month Box ETF worth $7.11M as of Q1 2026.
Alpha Architect 1-3 Month Box ETF was a new Old Mission Capital position in Q1 2026.
Alpha Architect 1-3 Month Box ETF made up 0.11% of Old Mission Capital's portfolio in Q1 2026, its #94 holding.
Old Mission Capital first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2023 and has held it in 7 quarters since.
Old Mission Capital's Alpha Architect 1-3 Month Box ETF position peaked at $11.3M in Q4 2024.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.