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

Sovran 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 		$368K Buy
+3,132
New +$366K 0.03% 435
2026
Q1 		– Sell
-3,655
Closed -$421K – 581
2025
Q4 		$421K Sell
3,655
-812
-18% -$92.9K 0.04% 384
2025
Q3 		$510K Buy
+4,467
New +$506K 0.05% 334

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

Sovran Advisors's BOXX Position: Q2 2026 in Review

Sovran Advisors opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 3,132 shares worth $368K. The stake represents 0.03% of the portfolio and ranks #435 among its holdings. This is a return to the name: Sovran Advisors previously reported a position in BOXX as recently as Q4 2025.

Sovran Advisors first reported a position in BOXX in Q3 2025 and has held it in 3 quarters since. The position peaked at $510K in Q3 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Sovran Advisors held 3,132 shares of Alpha Architect 1-3 Month Box ETF worth $368K as of Q2 2026.
  • Alpha Architect 1-3 Month Box ETF was a new Sovran Advisors position in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #435 holding.
  • Sovran Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 3 quarters since.
  • Sovran Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $510K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.