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

Steel Grove 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
Q2 		$999K Hold
8,533
– – 0.09% 110
2026
Q1 		$992K Buy
8,533
+363
+4% +$42K 0.1% 108
2025
Q4 		$940K Hold
8,170
– – 0.1% 96
2025
Q3 		$921K Hold
8,170
– – 0.11% 99
2025
Q2 		$921K Hold
8,170
– – 0.11% 100
2025
Q1 		$911K Sell
8,170
-365
-4% -$40.5K 0.14% 89
2024
Q4 		$941K Buy
8,535
+1,138
+15% +$125K 0.13% 83
2024
Q3 		$805K Buy
7,397
+2,700
+57% +$293K 0.11% 91
2024
Q2 		$506K Hold
4,697
– – 0.07% 116
2024
Q1 		$500K Buy
+4,697
New +$497K 0.07% 125

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Steel Grove Capital Advisors's BOXX Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 8,533 shares worth $999K. The position accounts for 0.09% of the portfolio, ranked #110.

Steel Grove Capital Advisors first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 136 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Steel Grove Capital Advisors held 8,533 shares of Alpha Architect 1-3 Month Box ETF worth $999K as of Q2 2026.
  • Steel Grove Capital Advisors left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.09% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #110 holding.
  • Steel Grove Capital Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 136 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.