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Sequent Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Sequent Planning’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 		$555K Hold
4,743
– – 0.12% 140
2026
Q1 		$552K Buy
+4,743
New +$549K 0.13% 123

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

Sequent Planning's BOXX Position: Q2 2026 in Review

Sequent Planning held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 4,743 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #140.

Sequent Planning first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Sequent Planning held 4,743 shares of Alpha Architect 1-3 Month Box ETF worth $555K as of Q2 2026.
  • Sequent Planning left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.12% of Sequent Planning's portfolio in Q2 2026, its #140 holding.
  • Sequent Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.