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Sax Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Sax Wealth Advisors’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 		– Sell
-7,188
Closed -$827K – 539
2026
Q1 		$827K Hold
7,188
– – 0.04% 220
2025
Q4 		$827K Sell
7,188
-674
-9% -$77.1K 0.04% 227
2025
Q3 		$895K Sell
7,862
-11
-0.1% -$1.25K 0.05% 197
2025
Q2 		$887K Buy
+7,873
New +$882K 0.05% 186

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
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

Sax Wealth Advisors's BOXX Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 7,188 shares — an estimated $827K sold.

Sax Wealth Advisors first reported a position in BOXX in Q2 2025 and held it in 4 quarters. The position peaked at $895K in Q3 2025. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 7,188 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $827K.
  • Sax Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and held it in 4 quarters.
  • Sax Wealth Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $895K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.