Root Financial Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Root Financial Partners’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 Q3	–	Sell	-8,275	Closed	-$969K	–	3829
2026 Q2	$969K	Sell	8,275 -1,033	-11%	-$121K	0.04%	126
2026 Q1	$1.08M	Hold	9,308	–	–	0.05%	100
2025 Q4	$1.07M	Hold	9,308	–	–	0.05%	92
2025 Q3	$1.06M	Hold	9,308	–	–	0.07%	83
2025 Q2	$1.05M	Buy	9,308 +1,033	+12%	+$116K	0.1%	71
2025 Q1	$923K	Buy	8,275 +1,540	+23%	+$171K	0.1%	72
2024 Q4	$743K	Buy	+6,735	New	+$738K	0.09%	83

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Root Financial Partners's BOXX Position: Q3 2026 in Review

Root Financial Partners sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026, closing a stake of 8,275 shares — an estimated $969K sold.

Root Financial Partners first reported a position in BOXX in Q4 2024 and held it in 7 quarters. The position peaked at $1.08M in Q1 2026. 264 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Root Financial Partners reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2026 after selling out during the quarter.
Root Financial Partners sold 8,275 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $969K.
Root Financial Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and held it in 7 quarters.
Root Financial Partners's Alpha Architect 1-3 Month Box ETF position peaked at $1.08M in Q1 2026.
264 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.