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

Stephens Inc’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 		$1.07M Buy
9,104
+399
+5% +$46.6K 0.01% 659
2026
Q1 		$1.01M Hold
8,705
– – 0.01% 635
2025
Q4 		$1M Sell
8,705
-900
-9% -$103K 0.01% 629
2025
Q3 		$1.09M Buy
9,605
+200
+2% +$22.7K 0.01% 619
2025
Q2 		$1.06M Buy
9,405
+2,400
+34% +$269K 0.01% 607
2025
Q1 		$781K Hold
7,005
– – 0.01% 673
2024
Q4 		$773K Buy
7,005
+4,650
+197% +$510K 0.01% 673
2024
Q3 		$257K Hold
2,355
– – ﹤0.01% 1092
2024
Q2 		$254K Buy
2,355
+200
+9% +$21.4K ﹤0.01% 1065
2024
Q1 		$229K Buy
+2,155
New +$228K ﹤0.01% 1109

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Stephens Inc's BOXX Position: Q2 2026 in Review

Stephens Inc increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.6% in Q2 2026, buying an estimated $46.6K and bringing the position to 9,104 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #659.

Stephens Inc first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q3 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Stephens Inc held 9,104 shares of Alpha Architect 1-3 Month Box ETF worth $1.07M as of Q2 2026.
  • Stephens Inc bought 399 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $46.6K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #659 holding.
  • Stephens Inc first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Stephens Inc's Alpha Architect 1-3 Month Box ETF position peaked at $1.09M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.