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Optimus Capital Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Optimus Capital Advisors’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 		$17.7M Buy
151,391
+10,055
+7% +$1.17M 9.52% 3
2026
Q1 		$16.4M Buy
141,336
+4,195
+3% +$485K 9.72% 3
2025
Q4 		$15.8M Buy
+137,141
New +$15.7M 9.24% 3

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Optimus Capital Advisors's BOXX Position: Q2 2026 in Review

Optimus Capital Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.1% in Q2 2026, buying an estimated $1.17M and bringing the position to 151,391 shares worth $17.7M. The position accounts for 9.52% of the portfolio, ranked #3.

Optimus Capital Advisors first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Optimus Capital Advisors held 151,391 shares of Alpha Architect 1-3 Month Box ETF worth $17.7M as of Q2 2026.
  • Optimus Capital Advisors bought 10,055 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.17M.
  • Alpha Architect 1-3 Month Box ETF made up 9.52% of Optimus Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Optimus Capital Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.