Straight Path Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Straight Path Wealth Management’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	$886K	Sell	7,620 -894	-11%	-$103K	0.24%	39
2025 Q4	$980K	Buy	8,514 +2,130	+33%	+$244K	0.26%	40
2025 Q3	$727K	Buy	6,384 +2,915	+84%	+$330K	0.2%	57
2025 Q2	$391K	Sell	3,469 -979	-22%	-$110K	0.13%	71
2025 Q1	$496K	Buy	4,448 +436	+11%	+$48.4K	0.2%	47
2024 Q4	$442K	Buy	4,012 +1,200	+43%	+$131K	0.18%	56
2024 Q3	$306K	Buy	2,812 +400	+17%	+$43.3K	0.13%	73
2024 Q2	$260K	Buy	+2,412	New	+$258K	0.13%	73

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 $38.8B AUM 21.88% 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

Straight Path Wealth Management's BOXX Position: Q1 2026 in Review

Straight Path Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 11% in Q1 2026, selling an estimated $103K and leaving 7,620 shares worth $886K. The position accounts for 0.24% of the portfolio, ranked #39.

Straight Path Wealth Management first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. The position peaked at $980K in Q4 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Straight Path Wealth Management held 7,620 shares of Alpha Architect 1-3 Month Box ETF worth $886K as of Q1 2026.
Straight Path Wealth Management sold 894 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $103K.
Alpha Architect 1-3 Month Box ETF made up 0.24% of Straight Path Wealth Management's portfolio in Q1 2026, its #39 holding.
Straight Path Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
Straight Path Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $980K in Q4 2025.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.