Pinion Investment Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Pinion Investment 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 Q1	$15.6M	Buy	134,014 +6,257	+5%	+$724K	3.64%	3
2025 Q4	$14.7M	Buy	127,757 +27,508	+27%	+$3.15M	3.59%	4
2025 Q3	$11.4M	Buy	100,249 +16,648	+20%	+$1.89M	3.13%	5
2025 Q2	$9.42M	Sell	83,601 -65,975	-44%	-$7.39M	3.25%	4
2025 Q1	$16.7M	Buy	149,576 +119,139	+391%	+$13.2M	3.68%	4
2024 Q4	$3.36M	Sell	30,437 -24,523	-45%	-$2.69M	1.34%	12
2024 Q3	$5.99M	Buy	54,960 +44,864	+444%	+$4.86M	2.51%	5
2024 Q2	$1.09M	Buy	+10,096	New	+$1.08M	0.54%	32

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Pinion Investment Advisors's BOXX Position: Q1 2026 in Review

Pinion Investment Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.9% in Q1 2026, buying an estimated $724K and bringing the position to 134,014 shares worth $15.6M. The position accounts for 3.64% of the portfolio, ranked #3.

Pinion Investment Advisors first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.7M in Q1 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Pinion Investment Advisors held 134,014 shares of Alpha Architect 1-3 Month Box ETF worth $15.6M as of Q1 2026.
Pinion Investment Advisors bought 6,257 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $724K.
Alpha Architect 1-3 Month Box ETF made up 3.64% of Pinion Investment Advisors's portfolio in Q1 2026, its #3 holding.
Pinion Investment Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
Pinion Investment Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $16.7M in Q1 2025.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.