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 Q3	$379K	Sell	3,198 -2,299	-42%	-$271K	0.02%	257
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 $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Private Advisory Group's BOXX Position: Q3 2026 in Review

Private Advisory Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 42% in Q3 2026, selling an estimated $271K and leaving 3,198 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #257.

Private Advisory Group first reported a position in BOXX in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.3M in Q4 2025. 229 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Private Advisory Group held 3,198 shares of Alpha Architect 1-3 Month Box ETF worth $379K as of Q3 2026.
Private Advisory Group sold 2,299 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $271K.
Alpha Architect 1-3 Month Box ETF made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #257 holding.
Private Advisory Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 6 quarters since.
Private Advisory Group's Alpha Architect 1-3 Month Box ETF position peaked at $12.3M in Q4 2025.
229 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.