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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
Q1 		$2.14M Buy
18,410
+5,650
+44% +$654K 2.25% 20
2025
Q4 		$1.47M Sell
12,760
-17
-0.1% -$1.95K 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 +$429K 0.3% 48

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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

SFI Advisors's BOXX Position: Q1 2026 in Review

SFI Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 44% in Q1 2026, buying an estimated $654K and bringing the position to 18,410 shares worth $2.14M. The position accounts for 2.25% of the portfolio, ranked #20.

SFI Advisors first reported a position in BOXX in Q2 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • SFI Advisors held 18,410 shares of Alpha Architect 1-3 Month Box ETF worth $2.14M as of Q1 2026.
  • SFI Advisors bought 5,650 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $654K.
  • Alpha Architect 1-3 Month Box ETF made up 2.25% of SFI Advisors's portfolio in Q1 2026, its #20 holding.
  • SFI Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.