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OneAscent Financial Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

OneAscent Financial Services’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 		$329K Sell
2,812
-2,298
-45% -$268K 0.02% 473
2026
Q1 		$594K Sell
5,110
-964
-16% -$112K 0.03% 302
2025
Q4 		$699K Sell
6,074
-7,226
-54% -$827K 0.06% 199
2025
Q3 		$1.51M Buy
13,300
+9,505
+250% +$1.08M 0.1% 138
2025
Q2 		$428K Buy
+3,795
New +$425K 0.03% 342

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
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

OneAscent Financial Services's BOXX Position: Q2 2026 in Review

OneAscent Financial Services reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 45% in Q2 2026, selling an estimated $268K and leaving 2,812 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #473.

OneAscent Financial Services first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q3 2025. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • OneAscent Financial Services held 2,812 shares of Alpha Architect 1-3 Month Box ETF worth $329K as of Q2 2026.
  • OneAscent Financial Services sold 2,298 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $268K.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #473 holding.
  • OneAscent Financial Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
  • OneAscent Financial Services's Alpha Architect 1-3 Month Box ETF position peaked at $1.51M in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.