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Prospera Financial Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Prospera Financial Services’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 		$4.12M Buy
35,163
+4,082
+13% +$476K 0.06% 329
2026
Q1 		$3.61M Sell
31,081
-246
-0.8% -$28.5K 0.06% 346
2025
Q4 		$3.61M Sell
31,327
-215
-0.7% -$24.6K 0.06% 322
2025
Q3 		$3.59M Buy
31,542
+1,135
+4% +$129K 0.06% 329
2025
Q2 		$3.43M Buy
30,407
+2,017
+7% +$226K 0.06% 315
2025
Q1 		$3.17M Buy
28,390
+5,140
+22% +$570K 0.07% 271
2024
Q4 		$2.56M Buy
+23,250
New +$2.55M 0.06% 320

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 $103B AUM 28.65% 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

Prospera Financial Services's BOXX Position: Q2 2026 in Review

Prospera Financial Services increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 13% in Q2 2026, buying an estimated $476K and bringing the position to 35,163 shares worth $4.12M. The position accounts for 0.06% of the portfolio, ranked #329.

Prospera Financial Services first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Prospera Financial Services held 35,163 shares of Alpha Architect 1-3 Month Box ETF worth $4.12M as of Q2 2026.
  • Prospera Financial Services bought 4,082 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $476K.
  • Alpha Architect 1-3 Month Box ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #329 holding.
  • Prospera Financial Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.