SteelPeak Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

SteelPeak Wealth’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	$496K	Buy	4,240 +343	+9%	+$40K	0.01%	427
2026 Q1	$453K	Hold	3,897	–	–	0.01%	392
2025 Q4	$449K	Sell	3,897 -3,529	-48%	-$404K	0.01%	371
2025 Q3	$846K	Hold	7,426	–	–	0.03%	318
2025 Q2	$837K	Sell	7,426 -5,779	-44%	-$648K	0.03%	297
2025 Q1	$1.47M	Sell	13,205 -738	-5%	-$81.9K	0.06%	208
2024 Q4	$1.54M	Buy	13,943 +1,452	+12%	+$159K	0.06%	199
2024 Q3	$1.36M	Buy	+12,491	New	+$1.35M	0.06%	197

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

SteelPeak Wealth's BOXX Position: Q2 2026 in Review

SteelPeak Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 8.8% in Q2 2026, buying an estimated $40K and bringing the position to 4,240 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #427.

SteelPeak Wealth first reported a position in BOXX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q4 2024. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

SteelPeak Wealth held 4,240 shares of Alpha Architect 1-3 Month Box ETF worth $496K as of Q2 2026.
SteelPeak Wealth bought 343 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $40K.
Alpha Architect 1-3 Month Box ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #427 holding.
SteelPeak Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 8 quarters since.
SteelPeak Wealth's Alpha Architect 1-3 Month Box ETF position peaked at $1.54M in Q4 2024.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.