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Sowell Financial Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Sowell Financial Services’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 		$1.79M Sell
15,255
-1,418
-9% -$165K 0.06% 335
2026
Q1 		$1.94M Sell
16,673
-830
-5% -$96K 0.07% 298
2025
Q4 		$2.01M Buy
+17,503
New +$2M 0.07% 275

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Sowell Financial Services's BOXX Position: Q2 2026 in Review

Sowell Financial Services reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 8.5% in Q2 2026, selling an estimated $165K and leaving 15,255 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #335.

Sowell Financial Services first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Sowell Financial Services held 15,255 shares of Alpha Architect 1-3 Month Box ETF worth $1.79M as of Q2 2026.
  • Sowell Financial Services sold 1,418 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $165K.
  • Alpha Architect 1-3 Month Box ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #335 holding.
  • Sowell Financial Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Sowell Financial Services's Alpha Architect 1-3 Month Box ETF position peaked at $2.01M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.