QPWM
BOXX icon

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
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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Quadrant Private Wealth Management's BOXX Position: Q1 2026 in Review

Quadrant Private Wealth Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026, closing a stake of 2,616 shares — an estimated $301K sold.

Quadrant Private Wealth Management first reported a position in BOXX in Q4 2025 and held it in 1 quarter. The position peaked at $301K in Q4 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Quadrant Private Wealth Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 2,616 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $301K.
  • Quadrant Private Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and held it in 1 quarter.
  • Quadrant Private Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $301K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.