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Pinnacle Wealth Planning Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Pinnacle Wealth Planning Services’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 		$63.5K Hold
542
– – 0.01% 1120
2026
Q1 		$63K Hold
542
– – 0.01% 1062
2025
Q4 		$62.4K Buy
+542
New +$62K 0.01% 1051

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EF
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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

Pinnacle Wealth Planning Services's BOXX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 542 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #1120.

Pinnacle Wealth Planning Services first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 542 shares of Alpha Architect 1-3 Month Box ETF worth $63.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1120 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.