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

Snowden Capital 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	$1.76M	Buy	15,127 +8,631	+133%	+$998K	0.05%	366
2025 Q4	$748K	Buy	6,496 +5	+0.1%	+$572	0.02%	639
2025 Q3	$739K	Hold	6,491	–	–	0.02%	622
2025 Q2	$731K	Hold	6,491	–	–	0.02%	616
2025 Q1	$724K	Hold	6,491	–	–	0.02%	608
2024 Q4	$716K	Hold	6,491	–	–	0.02%	627
2024 Q3	$707K	Sell	6,491 -307	-5%	-$33.3K	0.02%	625
2024 Q2	$733K	Buy	6,798 +93	+1%	+$9.96K	0.02%	611
2024 Q1	$714K	Buy	6,705 +184	+3%	+$19.5K	0.02%	612
2023 Q4	$686K	Buy	6,521 +71	+1%	+$7.41K	0.03%	559
2023 Q3	$669K	Buy	6,450 +3,000	+87%	+$309K	0.03%	524
2023 Q2	$353K	Buy	+3,450	New	+$351K	0.01%	885

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return