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 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 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 New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PPC

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

CFIM

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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

Steel Grove Capital Advisors's BOXX Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.4% in Q1 2026, buying an estimated $42K and bringing the position to 8,533 shares worth $992K. The position accounts for 0.1% of the portfolio, ranked #108.

Steel Grove Capital Advisors first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Steel Grove Capital Advisors held 8,533 shares of Alpha Architect 1-3 Month Box ETF worth $992K as of Q1 2026.
Steel Grove Capital Advisors bought 363 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $42K.
Alpha Architect 1-3 Month Box ETF made up 0.1% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #108 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 9 quarters since.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.