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

Simon Quick 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
-6,977
Closed -$811K – 424
2026
Q1 		$811K Buy
+6,977
New +$807K 0.04% 196
2025
Q4 		– Sell
-4,860
Closed -$553K – 394
2025
Q3 		$553K Sell
4,860
-6,443
-57% -$730K 0.03% 256
2025
Q2 		$1.27M Sell
11,303
-18,378
-62% -$2.06M 0.06% 162
2025
Q1 		$3.31M Buy
29,681
+19,248
+184% +$2.14M 0.19% 60
2024
Q4 		$1.15M Buy
10,433
+2,573
+33% +$282K 0.07% 133
2024
Q3 		$856K Sell
7,860
-4,540
-37% -$492K 0.05% 175
2024
Q2 		$1.34M Sell
12,400
-637
-5% -$68.2K 0.09% 100
2024
Q1 		$1.39M Buy
+13,037
New +$1.38M 0.1% 99

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

Simon Quick Advisors's BOXX Position: Q2 2026 in Review

Simon Quick Advisors sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 6,977 shares — an estimated $811K sold.

Simon Quick Advisors first reported a position in BOXX in Q1 2024 and held it in 8 quarters. The position peaked at $3.31M in Q1 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Simon Quick Advisors reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 6,977 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $811K.
  • Simon Quick Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 8 quarters.
  • Simon Quick Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $3.31M in Q1 2025.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.