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 Q3	$1.07M	Buy	9,050 +1,476	+19%	+$174K	0.24%	42
2026 Q2	$887K	Sell	7,574 -46	-0.6%	-$5.37K	0.21%	45
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 $67.3B AUM 21.9% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Fortress Private Ledger Raleigh, North Carolina $504M AUM 29.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Straight Path Wealth Management's BOXX Position: Q3 2026 in Review

Straight Path Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 19% in Q3 2026, buying an estimated $174K and bringing the position to 9,050 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #42.

Straight Path Wealth Management first reported a position in BOXX in Q2 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Straight Path Wealth Management held 9,050 shares of Alpha Architect 1-3 Month Box ETF worth $1.07M as of Q3 2026.
Straight Path Wealth Management bought 1,476 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $174K.
Alpha Architect 1-3 Month Box ETF made up 0.24% of Straight Path Wealth Management's portfolio in Q3 2026, its #42 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 10 quarters since.
350 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.