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

Peterson Wealth Advisors’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 		$19.6M Buy
167,468
+1,560
+0.9% +$182K 2.32% 11
2026
Q1 		$19.3M Buy
165,908
+23,584
+17% +$2.73M 2.57% 11
2025
Q4 		$16.4M Buy
142,324
+2,902
+2% +$332K 2.18% 14
2025
Q3 		$15.9M Buy
139,422
+125,947
+935% +$14.3M 2.38% 11
2025
Q2 		$1.52M Buy
13,475
+7,599
+129% +$852K 0.25% 34
2025
Q1 		$655K Buy
5,876
+61
+1% +$6.77K 0.13% 47
2024
Q4 		$642K Buy
5,815
+3,416
+142% +$374K 0.12% 48
2024
Q3 		$261K Buy
+2,399
New +$260K 0.05% 70

Other funds holding BOXX

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

Peterson Wealth Advisors's BOXX Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.94% in Q2 2026, buying an estimated $182K and bringing the position to 167,468 shares worth $19.6M. The position accounts for 2.32% of the portfolio, ranked #11.

Peterson Wealth Advisors first reported a position in BOXX in Q3 2024 and has held it in 8 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Peterson Wealth Advisors held 167,468 shares of Alpha Architect 1-3 Month Box ETF worth $19.6M as of Q2 2026.
  • Peterson Wealth Advisors bought 1,560 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $182K.
  • Alpha Architect 1-3 Month Box ETF made up 2.32% of Peterson Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Peterson Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 8 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.