Opus Capital Group
BOXX icon

Opus Capital Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Opus Capital Group’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
Q3 		$33.5M Sell
282,572
-23,396
-8% -$2.76M 3.27% 9
2026
Q2 		$35.8M Buy
305,968
+21,702
+8% +$2.53M 3.47% 6
2026
Q1 		$33.1M Buy
284,266
+18,645
+7% +$2.16M 3.56% 7
2025
Q4 		$30.6M Buy
265,621
+66,460
+33% +$7.6M 3.31% 9
2025
Q3 		$22.7M Buy
199,161
+15,967
+9% +$1.81M 2.55% 13
2025
Q2 		$20.6M Buy
183,194
+20,492
+13% +$2.3M 2.47% 14
2025
Q1 		$18.1M Buy
162,702
+17,321
+12% +$1.92M 2.33% 15
2024
Q4 		$16M Buy
145,381
+41,428
+40% +$4.54M 2.04% 16
2024
Q3 		$11.3M Buy
103,953
+31,900
+44% +$3.46M 1.42% 22
2024
Q2 		$7.77M Buy
72,053
+22,870
+46% +$2.45M 1.11% 24
2024
Q1 		$5.24M Buy
+49,183
New +$5.2M 0.76% 27

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
Fortress Private Ledger
Fortress Private Ledger Raleigh, North Carolina $504M AUM 29.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Opus Capital Group's BOXX Position: Q3 2026 in Review

Opus Capital Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.6% in Q3 2026, selling an estimated $2.76M and leaving 282,572 shares worth $33.5M. The position accounts for 3.27% of the portfolio, ranked #9.

Opus Capital Group first reported a position in BOXX in Q1 2024 and has held it in 11 quarters since. The position peaked at $35.8M in Q2 2026. 350 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • Opus Capital Group held 282,572 shares of Alpha Architect 1-3 Month Box ETF worth $33.5M as of Q3 2026.
  • Opus Capital Group sold 23,396 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $2.76M.
  • Alpha Architect 1-3 Month Box ETF made up 3.27% of Opus Capital Group's portfolio in Q3 2026, its #9 holding.
  • Opus Capital Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 11 quarters since.
  • Opus Capital Group's Alpha Architect 1-3 Month Box ETF position peaked at $35.8M in Q2 2026.
  • 350 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.