PGF
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Plan Group Financial’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Plan Group Financial’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 		$3.93M Buy
33,549
+15,868
+90% +$1.85M 0.81% 36
2026
Q1 		$2.06M Buy
17,681
+9,331
+112% +$1.08M 0.48% 67
2025
Q4 		$961K Buy
8,350
+6,189
+286% +$708K 0.25% 92
2025
Q3 		$246K Buy
+2,161
New +$245K 0.07% 159

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

Plan Group Financial's BOXX Position: Q2 2026 in Review

Plan Group Financial increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 90% in Q2 2026, buying an estimated $1.85M and bringing the position to 33,549 shares worth $3.93M. The position accounts for 0.81% of the portfolio, ranked #36.

Plan Group Financial first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Plan Group Financial held 33,549 shares of Alpha Architect 1-3 Month Box ETF worth $3.93M as of Q2 2026.
  • Plan Group Financial bought 15,868 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.85M.
  • Alpha Architect 1-3 Month Box ETF made up 0.81% of Plan Group Financial's portfolio in Q2 2026, its #36 holding.
  • Plan Group Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.