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Sequoia Financial Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Sequoia Financial 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
-2,980
Closed -$347K – 2183
2026
Q1 		$347K Buy
+2,980
New +$345K ﹤0.01% 1478

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TWD
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Mariner
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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

Sequoia Financial Advisors's BOXX Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 2,980 shares — an estimated $347K sold.

Sequoia Financial Advisors first reported a position in BOXX in Q1 2026 and held it in 1 quarter. The position peaked at $347K in Q1 2026. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,980 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $347K.
  • Sequoia Financial Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $347K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.