Principal Securities’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Principal Securities’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	$276K	Buy	+2,354	New	+$275K	﹤0.01%	1360
2025 Q4	–	Sell	-300	Closed	-$34.2K	–	1611
2025 Q3	$34.2K	Sell	300 -700	-70%	-$79.3K	﹤0.01%	2139
2025 Q2	$113K	Hold	1,000	–	–	﹤0.01%	1496
2025 Q1	$110K	Hold	1,000	–	–	﹤0.01%	1396
2024 Q4	$110K	Hold	1,000	–	–	﹤0.01%	1396
2024 Q3	$109K	Buy	+1,000	New	+$108K	﹤0.01%	1361

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Principal Securities's BOXX Position: Q2 2026 in Review

Principal Securities opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 2,354 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: Principal Securities previously reported a position in BOXX as recently as Q3 2025.

Principal Securities first reported a position in BOXX in Q3 2024 and has held it in 6 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Principal Securities held 2,354 shares of Alpha Architect 1-3 Month Box ETF worth $276K as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Principal Securities position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1360 holding.
Principal Securities first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 6 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.