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SHP Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

SHP Wealth Management’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 		$153K Sell
1,313
-6,233
-83% -$721K 0.01% 317
2025
Q4 		$869K Buy
+7,546
New +$863K 0.07% 93

Other funds holding BOXX

Wealth Enhancement Advisory Services
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EF
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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 $44.6B AUM 28.94% 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 90.26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

SHP Wealth Management's BOXX Position: Q1 2026 in Review

SHP Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 83% in Q1 2026, selling an estimated $721K and leaving 1,313 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #317.

SHP Wealth Management first reported a position in BOXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $869K in Q4 2025. 334 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • SHP Wealth Management held 1,313 shares of Alpha Architect 1-3 Month Box ETF worth $153K as of Q1 2026.
  • SHP Wealth Management sold 6,233 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $721K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #317 holding.
  • SHP Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $869K in Q4 2025.
  • 334 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.