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Private Advisor Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Private Advisor Group’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 		– Sell
-157,190
Closed -$18.3M – 2558
2026
Q1 		$18.3M Buy
157,190
+74,468
+90% +$8.61M 0.09% 249
2025
Q4 		$9.52M Sell
82,722
-18,675
-18% -$2.14M 0.04% 410
2025
Q3 		$11.5M Buy
101,397
+64,151
+172% +$7.27M 0.06% 337
2025
Q2 		$4.2M Buy
37,246
+5,747
+18% +$644K 0.02% 639
2025
Q1 		$3.51M Buy
31,499
+11,298
+56% +$1.25M 0.02% 655
2024
Q4 		$2.23M Sell
20,201
-7,857
-28% -$861K 0.01% 832
2024
Q3 		$3.06M Buy
28,058
+16,918
+152% +$1.83M 0.02% 702
2024
Q2 		$1.2M Sell
11,140
-100
-0.9% -$10.7K 0.01% 1089
2024
Q1 		$1.2M Buy
+11,240
New +$1.19M 0.01% 1073

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

Private Advisor Group's BOXX Position: Q2 2026 in Review

Private Advisor Group sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 157,190 shares — an estimated $18.3M sold.

Private Advisor Group first reported a position in BOXX in Q1 2024 and held it in 9 quarters. The position peaked at $18.3M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Private Advisor Group reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 157,190 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $18.3M.
  • Private Advisor Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 9 quarters.
  • Private Advisor Group's Alpha Architect 1-3 Month Box ETF position peaked at $18.3M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.