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Silver Oak Securities’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Silver Oak Securities’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 		$567K Buy
4,841
+1,004
+26% +$117K 0.03% 436
2026
Q1 		$446K Buy
3,837
+308
+9% +$35.6K 0.03% 473
2025
Q4 		$406K Buy
3,529
+349
+11% +$39.9K 0.03% 525
2025
Q3 		$362K Buy
3,180
+938
+42% +$106K 0.03% 521
2025
Q2 		$253K Buy
2,242
+296
+15% +$33.2K 0.02% 586
2025
Q1 		$217K Buy
+1,946
New +$216K 0.02% 577

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

Silver Oak Securities's BOXX Position: Q2 2026 in Review

Silver Oak Securities increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 26% in Q2 2026, buying an estimated $117K and bringing the position to 4,841 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #436.

Silver Oak Securities first reported a position in BOXX in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Silver Oak Securities held 4,841 shares of Alpha Architect 1-3 Month Box ETF worth $567K as of Q2 2026.
  • Silver Oak Securities bought 1,004 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $117K.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #436 holding.
  • Silver Oak Securities first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.