Osaic Holdings
BOXX icon

Osaic Holdings’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Osaic Holdings’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 		$5.97M Buy
51,022
+8,705
+21% +$1.02M 0.01% 1397
2026
Q1 		$4.92M Buy
42,317
+7,884
+23% +$912K 0.01% 1374
2025
Q4 		$3.96M Sell
34,433
-14,598
-30% -$1.67M 0.01% 1547
2025
Q3 		$5.57M Buy
49,031
+3,727
+8% +$422K 0.01% 1385
2025
Q2 		$5.1M Buy
45,304
+2,763
+6% +$310K 0.01% 1230
2025
Q1 		$4.74M Buy
42,541
+23,718
+126% +$2.63M 0.01% 1071
2024
Q4 		$2.08M Buy
18,823
+10,181
+118% +$1.12M ﹤0.01% 1633
2024
Q3 		$941K Buy
8,642
+6,210
+255% +$673K ﹤0.01% 2299
2024
Q2 		$262K Sell
2,432
-8,178
-77% -$876K ﹤0.01% 3318
2024
Q1 		$1.13M Buy
10,610
+1,337
+14% +$141K ﹤0.01% 2220
2023
Q4 		$975K Buy
9,273
+609
+7% +$63.6K ﹤0.01% 2537
2023
Q3 		$898K Buy
+8,664
New +$893K ﹤0.01% 2723

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EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Osaic Holdings's BOXX Position: Q2 2026 in Review

Osaic Holdings increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 21% in Q2 2026, buying an estimated $1.02M and bringing the position to 51,022 shares worth $5.97M. The position accounts for 0.01% of the portfolio, ranked #1397.

Osaic Holdings first reported a position in BOXX in Q3 2023 and has held it in 12 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Osaic Holdings held 51,022 shares of Alpha Architect 1-3 Month Box ETF worth $5.97M as of Q2 2026.
  • Osaic Holdings bought 8,705 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.02M.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1397 holding.
  • Osaic Holdings first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and has held it in 12 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.