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Professional Financial Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Professional Financial Advisors’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 		$926K Sell
7,912
-2,841
-26% -$332K 0.16% 77
2026
Q1 		$1.25M Buy
10,753
+5,241
+95% +$606K 0.25% 67
2025
Q4 		$634K Buy
5,512
+1,789
+48% +$205K 0.13% 79
2025
Q3 		$424K Buy
+3,723
New +$422K 0.09% 91

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

Professional Financial Advisors's BOXX Position: Q2 2026 in Review

Professional Financial Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 26% in Q2 2026, selling an estimated $332K and leaving 7,912 shares worth $926K. The position accounts for 0.16% of the portfolio, ranked #77.

Professional Financial Advisors first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Professional Financial Advisors held 7,912 shares of Alpha Architect 1-3 Month Box ETF worth $926K as of Q2 2026.
  • Professional Financial Advisors sold 2,841 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $332K.
  • Alpha Architect 1-3 Month Box ETF made up 0.16% of Professional Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Professional Financial Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
  • Professional Financial Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $1.25M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.