Raymond James Financial
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Raymond James Financial’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Raymond James Financial’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 		$586K Buy
5,039
+16
+0.3% +$1.85K ﹤0.01% 4248
2025
Q4 		$578K Buy
5,023
+1,890
+60% +$216K ﹤0.01% 4163
2025
Q3 		$357K Buy
3,133
+1,419
+83% +$161K ﹤0.01% 4312
2025
Q2 		$193K Sell
1,714
-1,092
-39% -$122K ﹤0.01% 4533
2025
Q1 		$313K Buy
2,806
+700
+33% +$77.7K ﹤0.01% 4197
2024
Q4 		$232K Buy
+2,106
New +$231K ﹤0.01% 4317

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

Raymond James Financial's BOXX Position: Q1 2026 in Review

Raymond James Financial increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.32% in Q1 2026, buying an estimated $1.85K and bringing the position to 5,039 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #4248.

Raymond James Financial first reported a position in BOXX in Q4 2024 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Raymond James Financial held 5,039 shares of Alpha Architect 1-3 Month Box ETF worth $586K as of Q1 2026.
  • Raymond James Financial bought 16 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.85K.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4248 holding.
  • Raymond James Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 6 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.