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 Q3	$940K	Buy	7,941 +1,671	+27%	+$197K	0.51%	61
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 $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Paladin Wealth's BOXX Position: Q3 2026 in Review

Paladin Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 27% in Q3 2026, buying an estimated $197K and bringing the position to 7,941 shares worth $940K. The position accounts for 0.51% of the portfolio, ranked #61.

Paladin Wealth first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Paladin Wealth held 7,941 shares of Alpha Architect 1-3 Month Box ETF worth $940K as of Q3 2026.
Paladin Wealth bought 1,671 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $197K.
Alpha Architect 1-3 Month Box ETF made up 0.51% of Paladin Wealth's portfolio in Q3 2026, its #61 holding.
Paladin Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
229 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.