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Robertson Stephens Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Robertson Stephens Wealth Management’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 		$1.89M Sell
16,150
-1,000
-6% -$117K 0.05% 224
2026
Q1 		$1.99M Buy
17,150
+2,500
+17% +$289K 0.06% 209
2025
Q4 		$1.69M Buy
+14,650
New +$1.68M 0.04% 234

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
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

Robertson Stephens Wealth Management's BOXX Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 5.8% in Q2 2026, selling an estimated $117K and leaving 16,150 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #224.

Robertson Stephens Wealth Management first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2026. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Robertson Stephens Wealth Management held 16,150 shares of Alpha Architect 1-3 Month Box ETF worth $1.89M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,000 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $117K.
  • Alpha Architect 1-3 Month Box ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Robertson Stephens Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $1.99M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.