Paladin Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Paladin Wealth’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	$734K	Buy	6,270 +1,197	+24%	+$140K	0.43%	72
2026 Q1	$590K	Buy	5,073 +1,111	+28%	+$129K	0.41%	80
2025 Q4	$456K	Buy	3,962 +1,348	+52%	+$154K	0.31%	102
2025 Q3	$298K	Buy	2,614 +496	+23%	+$56.2K	0.22%	105
2025 Q2	$239K	Buy	+2,118	New	+$237K	0.19%	107
2025 Q1	–	Sell	-5,834	Closed	-$643K	–	99
2024 Q4	$643K	Buy	+5,834	New	+$639K	0.56%	69

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Paladin Wealth's BOXX Position: Q2 2026 in Review

Paladin Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 24% in Q2 2026, buying an estimated $140K and bringing the position to 6,270 shares worth $734K. The position accounts for 0.43% of the portfolio, ranked #72.

Paladin Wealth first reported a position in BOXX in Q4 2024 and has held it in 6 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Paladin Wealth held 6,270 shares of Alpha Architect 1-3 Month Box ETF worth $734K as of Q2 2026.
Paladin Wealth bought 1,197 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $140K.
Alpha Architect 1-3 Month Box ETF made up 0.43% of Paladin Wealth's portfolio in Q2 2026, its #72 holding.
Paladin Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 6 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.