Stephens Consulting’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-40,380	Closed	-$4.55M	–	501
2025 Q2	$4.55M	Buy	40,380 +13,758	+52%	+$1.54M	1.08%	15
2025 Q1	$2.97M	Sell	26,622 -1,695	-6%	-$188K	0.74%	21
2024 Q4	$3.12M	Sell	28,317 -1,453	-5%	-$159K	0.78%	23
2024 Q3	$3.24M	Buy	29,770 +2,526	+9%	+$274K	0.83%	20
2024 Q2	$2.94M	Buy	27,244 +2,335	+9%	+$250K	0.83%	18
2024 Q1	$2.65M	Buy	24,909 +5,213	+26%	+$551K	0.81%	18
2023 Q4	$2.07M	Buy	19,696 +17,364	+745%	+$1.81M	0.7%	20
2023 Q3	$242K	Buy	+2,332	New	+$240K	0.1%	68

Other funds holding BOXX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TWD

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

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stephens Consulting's BOXX Position: Q3 2025 in Review

Stephens Consulting sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2025, closing a stake of 40,380 shares — an estimated $4.55M sold.

Stephens Consulting first reported a position in BOXX in Q3 2023 and held it in 8 quarters. The position peaked at $4.55M in Q2 2025. 264 funds tracked by Wall St. Rank hold BOXX as of Q3 2025.

Stephens Consulting reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 40,380 Alpha Architect 1-3 Month Box ETF shares in Q3 2025, an estimated $4.55M.
Stephens Consulting first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and held it in 8 quarters.
Stephens Consulting's Alpha Architect 1-3 Month Box ETF position peaked at $4.55M in Q2 2025.
264 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.