RFG Advisory’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

RFG Advisory’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	$1.16M	Buy	9,949 +1,647	+20%	+$192K	0.02%	520
2026 Q1	$965K	Sell	8,302 -298	-3%	-$34.5K	0.02%	549
2025 Q4	$990K	Sell	8,600 -693	-7%	-$79.3K	0.02%	522
2025 Q3	$1.06M	Sell	9,293 -666	-7%	-$75.4K	0.02%	475
2025 Q2	$1.12M	Buy	9,959 +552	+6%	+$61.9K	0.03%	416
2025 Q1	$1.05M	Sell	9,407 -56	-0.6%	-$6.21K	0.03%	389
2024 Q4	$1.04M	Buy	9,463 +2,562	+37%	+$281K	0.03%	358
2024 Q3	$752K	Buy	6,901 +1,895	+38%	+$205K	0.02%	417
2024 Q2	$540K	Sell	5,006 -947	-16%	-$101K	0.02%	481
2024 Q1	$634K	Buy	+5,953	New	+$630K	0.02%	453

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

RFG Advisory's BOXX Position: Q2 2026 in Review

RFG Advisory increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 20% in Q2 2026, buying an estimated $192K and bringing the position to 9,949 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #520.

RFG Advisory first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

RFG Advisory held 9,949 shares of Alpha Architect 1-3 Month Box ETF worth $1.16M as of Q2 2026.
RFG Advisory bought 1,647 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $192K.
Alpha Architect 1-3 Month Box ETF made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #520 holding.
RFG Advisory first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.