OPOWM
BOXX icon

One Plus One Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

One Plus One Wealth Management’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
2025
Q4 		– Sell
-2,927
Closed -$333K – 103
2025
Q3 		$333K Sell
2,927
-7,990
-73% -$905K 0.16% 79
2025
Q2 		$1.23M Sell
10,917
-3,550
-25% -$398K 0.67% 41
2025
Q1 		$1.61M Buy
+14,467
New +$1.6M 0.88% 32

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

One Plus One Wealth Management's BOXX Position: Q4 2025 in Review

One Plus One Wealth Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2025, closing a stake of 2,927 shares — an estimated $333K sold.

One Plus One Wealth Management first reported a position in BOXX in Q1 2025 and held it in 3 quarters. The position peaked at $1.61M in Q1 2025. 296 funds tracked by Wall St. Rank hold BOXX as of Q4 2025.

  • One Plus One Wealth Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2025 after selling out during the quarter.
  • One Plus One Wealth Management sold 2,927 Alpha Architect 1-3 Month Box ETF shares in Q4 2025, an estimated $333K.
  • One Plus One Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and held it in 3 quarters.
  • One Plus One Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $1.61M in Q1 2025.
  • 296 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2025.

Based on One Plus One Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.