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Relyea Zuckerberg Hanson’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Relyea Zuckerberg Hanson’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 		$567K Hold
4,842
– – 0.05% 167
2026
Q1 		$563K Buy
4,842
+799
+20% +$92.4K 0.06% 143
2025
Q4 		$465K Buy
4,043
+1,417
+54% +$162K 0.05% 168
2025
Q3 		$299K Buy
+2,626
New +$297K 0.03% 218
2024
Q4 		– Sell
-3,470
Closed -$378K – 257
2024
Q3 		$378K Buy
3,470
+92
+3% +$9.97K 0.06% 172
2024
Q2 		$364K Buy
+3,378
New +$362K 0.06% 157

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Empowered Funds
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
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Relyea Zuckerberg Hanson's BOXX Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 4,842 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #167.

Relyea Zuckerberg Hanson first reported a position in BOXX in Q2 2024 and has held it in 6 quarters since. 376 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Relyea Zuckerberg Hanson held 4,842 shares of Alpha Architect 1-3 Month Box ETF worth $567K as of Q2 2026.
  • Relyea Zuckerberg Hanson left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #167 holding.
  • Relyea Zuckerberg Hanson first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 6 quarters since.
  • 376 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.