Optivise Advisory Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Optivise Advisory 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	$870K	Buy	7,429 +479	+7%	+$55.9K	0.44%	63
2026 Q1	$808K	Buy	6,950 +527	+8%	+$61K	0.49%	55
2025 Q4	$739K	Sell	6,423 -31	-0.5%	-$3.55K	0.43%	67
2025 Q3	$735K	Sell	6,454 -26,110	-80%	-$2.96M	0.44%	56
2025 Q2	$3.67M	Buy	32,564 +11,381	+54%	+$1.28M	1.87%	8
2025 Q1	$2.36M	Sell	21,183 -2,263	-10%	-$251K	1.33%	9
2024 Q4	$2.59M	Buy	23,446 +474	+2%	+$51.9K	1.39%	14
2024 Q3	$2.5M	Buy	22,972 +483	+2%	+$52.3K	1.32%	13
2024 Q2	$2.42M	Buy	+22,489	New	+$2.41M	1.31%	14

Other funds holding BOXX

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Optivise Advisory Services's BOXX Position: Q2 2026 in Review

Optivise Advisory Services increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 6.9% in Q2 2026, buying an estimated $55.9K and bringing the position to 7,429 shares worth $870K. The position accounts for 0.44% of the portfolio, ranked #63.

Optivise Advisory Services first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.67M in Q2 2025. 111 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Optivise Advisory Services held 7,429 shares of Alpha Architect 1-3 Month Box ETF worth $870K as of Q2 2026.
Optivise Advisory Services bought 479 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $55.9K.
Alpha Architect 1-3 Month Box ETF made up 0.44% of Optivise Advisory Services's portfolio in Q2 2026, its #63 holding.
Optivise Advisory Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Alpha Architect 1-3 Month Box ETF position peaked at $3.67M in Q2 2025.
111 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.