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

SFI 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 Q3	$5.34M	Buy	45,085 +16,007	+55%	+$1.89M	4.39%	5
2026 Q2	$3.4M	Buy	29,078 +10,668	+58%	+$1.24M	2.94%	13
2026 Q1	$2.14M	Buy	18,410 +5,650	+44%	+$654K	2.25%	20
2025 Q4	$1.47M	Sell	12,760 -17	-0.1%	-$1.94K	0.94%	29
2025 Q3	$1.45M	Buy	12,777 +8,954	+234%	+$1.01M	0.93%	29
2025 Q2	$431K	Buy	+3,823	New	+$428K	0.3%	48

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Fortress Private Ledger Raleigh, North Carolina $504M AUM 29.03% 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

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

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

SFI Advisors's BOXX Position: Q3 2026 in Review

SFI Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 55% in Q3 2026, buying an estimated $1.89M and bringing the position to 45,085 shares worth $5.34M. The position accounts for 4.39% of the portfolio, ranked #5.

SFI Advisors first reported a position in BOXX in Q2 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

SFI Advisors held 45,085 shares of Alpha Architect 1-3 Month Box ETF worth $5.34M as of Q3 2026.
SFI Advisors bought 16,007 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $1.89M.
Alpha Architect 1-3 Month Box ETF made up 4.39% of SFI Advisors's portfolio in Q3 2026, its #5 holding.
SFI Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 6 quarters since.
350 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on SFI Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.