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
Q2 		$569K Sell
4,861
-178
-4% -$20.8K ﹤0.01% 4417
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 $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

Raymond James Financial's BOXX Position: Q2 2026 in Review

Raymond James Financial reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.5% in Q2 2026, selling an estimated $20.8K and leaving 4,861 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #4417.

Raymond James Financial first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $586K in Q1 2026. 374 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Raymond James Financial held 4,861 shares of Alpha Architect 1-3 Month Box ETF worth $569K as of Q2 2026.
  • Raymond James Financial sold 178 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $20.8K.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4417 holding.
  • Raymond James Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Alpha Architect 1-3 Month Box ETF position peaked at $586K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.