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Quadrant Private Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Quadrant Private Wealth Management’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 		$324K Buy
+2,771
New +$323K 0.07% 120
2026
Q1 		– Sell
-2,616
Closed -$301K – 287
2025
Q4 		$301K Buy
+2,616
New +$299K 0.05% 216

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

Quadrant Private Wealth Management's BOXX Position: Q2 2026 in Review

Quadrant Private Wealth Management opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 2,771 shares worth $324K. The stake represents 0.07% of the portfolio and ranks #120 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in BOXX as recently as Q4 2025.

Quadrant Private Wealth Management first reported a position in BOXX in Q4 2025 and has held it in 2 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Quadrant Private Wealth Management held 2,771 shares of Alpha Architect 1-3 Month Box ETF worth $324K as of Q2 2026.
  • Alpha Architect 1-3 Month Box ETF was a new Quadrant Private Wealth Management position in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.07% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Quadrant Private Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 2 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.