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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 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 $360M AUM 18.28% 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 90.27% 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