Optivise Advisory Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Bought
Maintained
Sold
Other funds holding BOXX
Optivise Advisory Services's BOXX Position: Q3 2026 in Review
Optivise Advisory Services reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 6% in Q3 2026, selling an estimated $52.4K and leaving 6,984 shares worth $827K. The position accounts for 0.41% of the portfolio, ranked #67.
Optivise Advisory Services first reported a position in BOXX in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.67M in Q2 2025. 278 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.
- Optivise Advisory Services held 6,984 shares of Alpha Architect 1-3 Month Box ETF worth $827K as of Q3 2026.
- Optivise Advisory Services sold 445 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $52.4K.
- Alpha Architect 1-3 Month Box ETF made up 0.41% of Optivise Advisory Services's portfolio in Q3 2026, its #67 holding.
- Optivise Advisory Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's Alpha Architect 1-3 Month Box ETF position peaked at $3.67M in Q2 2025.
- 278 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.