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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

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

Optimus Capital Advisors Coppel, Texas $186M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return