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

Private Advisory 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	$644K	Sell	5,497 -62,428	-92%	-$7.29M	0.03%	206
2026 Q1	$7.9M	Sell	67,925 -39,225	-37%	-$4.54M	0.52%	61
2025 Q4	$12.3M	Buy	107,150 +104,908	+4,679%	+$12M	0.97%	33
2025 Q3	$255K	Sell	2,242 -30,142	-93%	-$3.41M	0.02%	199
2025 Q2	$3.65M	Buy	+32,384	New	+$3.63M	0.33%	62

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

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

Private Advisory Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 92% in Q2 2026, selling an estimated $7.29M and leaving 5,497 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #206.

Private Advisory Group first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.3M in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Private Advisory Group held 5,497 shares of Alpha Architect 1-3 Month Box ETF worth $644K as of Q2 2026.
Private Advisory Group sold 62,428 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $7.29M.
Alpha Architect 1-3 Month Box ETF made up 0.03% of Private Advisory Group's portfolio in Q2 2026, its #206 holding.
Private Advisory Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
Private Advisory Group's Alpha Architect 1-3 Month Box ETF position peaked at $12.3M in Q4 2025.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.