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Orion Portfolio Solutions’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$638K Sell
5,726
-2,733
-32% -$303K 0.01% 1293
2024
Q4 		$933K Buy
+8,459
New +$927K 0.01% 1091

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Orion Portfolio Solutions's BOXX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 32% in Q1 2025, selling an estimated $303K and leaving 5,726 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1293.

Orion Portfolio Solutions first reported a position in BOXX in Q4 2024 and has held it in 2 quarters since. The position peaked at $933K in Q4 2024. 226 funds tracked by Wall St. Rank hold BOXX as of Q1 2025.

  • Orion Portfolio Solutions held 5,726 shares of Alpha Architect 1-3 Month Box ETF worth $638K as of Q1 2025.
  • Orion Portfolio Solutions sold 2,733 Alpha Architect 1-3 Month Box ETF shares in Q1 2025, an estimated $303K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1293 holding.
  • Orion Portfolio Solutions first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Alpha Architect 1-3 Month Box ETF position peaked at $933K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.