RWPA
BOXX icon

Richard W. Paul & Associates’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Richard W. Paul & Associates’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 		$111K Sell
949
-590
-38% -$68.9K 0.03% 160
2026
Q1 		$179K Sell
1,539
-410
-21% -$47.4K 0.06% 158
2025
Q4 		$224K Hold
1,949
– – 0.07% 152
2025
Q3 		$222K Hold
1,949
– – 0.08% 157
2025
Q2 		$220K Hold
1,949
– – 0.08% 162
2025
Q1 		$217K Hold
1,949
– – 0.09% 160
2024
Q4 		$215K Buy
1,949
+575
+42% +$63K 0.08% 163
2024
Q3 		$150K Buy
1,374
+190
+16% +$20.6K 0.05% 178
2024
Q2 		$128K Buy
1,184
+709
+149% +$76K 0.05% 181
2024
Q1 		$50.6K Buy
+475
New +$50.3K 0.02% 215

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

Richard W. Paul & Associates's BOXX Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 38% in Q2 2026, selling an estimated $68.9K and leaving 949 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #160.

Richard W. Paul & Associates first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $224K in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Richard W. Paul & Associates held 949 shares of Alpha Architect 1-3 Month Box ETF worth $111K as of Q2 2026.
  • Richard W. Paul & Associates sold 590 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $68.9K.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Richard W. Paul & Associates's portfolio in Q2 2026, its #160 holding.
  • Richard W. Paul & Associates first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Richard W. Paul & Associates's Alpha Architect 1-3 Month Box ETF position peaked at $224K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.