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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
Q1 		$594K Sell
5,110
-964
-16% -$112K 0.03% 302
2025
Q4 		$699K Sell
6,074
-621
-9% -$71K 0.06% 199
2025
Q3 		$762K Buy
6,695
+2,900
+76% +$328K 0.09% 176
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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

OneAscent Financial Services's BOXX Position: Q1 2026 in Review

OneAscent Financial Services reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 16% in Q1 2026, selling an estimated $112K and leaving 5,110 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #302.

OneAscent Financial Services first reported a position in BOXX in Q2 2025 and has held it in 4 quarters since. The position peaked at $762K in Q3 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • OneAscent Financial Services held 5,110 shares of Alpha Architect 1-3 Month Box ETF worth $594K as of Q1 2026.
  • OneAscent Financial Services sold 964 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $112K.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of OneAscent Financial Services's portfolio in Q1 2026, its #302 holding.
  • OneAscent Financial Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 4 quarters since.
  • OneAscent Financial Services's Alpha Architect 1-3 Month Box ETF position peaked at $762K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.