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 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 $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

Root Financial Partners's BOXX Position: Q2 2026 in Review

Root Financial Partners reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 11% in Q2 2026, selling an estimated $121K and leaving 8,275 shares worth $969K. The position accounts for 0.04% of the portfolio, ranked #126.

Root Financial Partners first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Root Financial Partners held 8,275 shares of Alpha Architect 1-3 Month Box ETF worth $969K as of Q2 2026.
Root Financial Partners sold 1,033 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $121K.
Alpha Architect 1-3 Month Box ETF made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #126 holding.
Root Financial Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's Alpha Architect 1-3 Month Box ETF position peaked at $1.08M in Q1 2026.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.