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

OneAscent 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
2026 Q2	$1.83M	Buy	15,641 +2,671	+21%	+$312K	0.55%	24
2026 Q1	$1.51M	Buy	12,970 +363	+3%	+$42K	0.5%	25
2025 Q4	$1.45M	Buy	12,607 +10,268	+439%	+$1.17M	0.48%	28
2025 Q3	$266K	Buy	+2,339	New	+$265K	0.09%	137

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

OneAscent Wealth Management's BOXX Position: Q2 2026 in Review

OneAscent Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 21% in Q2 2026, buying an estimated $312K and bringing the position to 15,641 shares worth $1.83M. The position accounts for 0.55% of the portfolio, ranked #24.

OneAscent Wealth Management first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

OneAscent Wealth Management held 15,641 shares of Alpha Architect 1-3 Month Box ETF worth $1.83M as of Q2 2026.
OneAscent Wealth Management bought 2,671 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $312K.
Alpha Architect 1-3 Month Box ETF made up 0.55% of OneAscent Wealth Management's portfolio in Q2 2026, its #24 holding.
OneAscent Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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