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Strategic Financial Concepts’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Strategic Financial Concepts’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 		$779K Buy
6,656
+4,810
+261% +$561K 0.23% 94
2026
Q1 		$215K Buy
+1,846
New +$214K 0.05% 272
2025
Q4 		– Sell
-2,850
Closed -$325K – 140
2025
Q3 		$325K Hold
2,850
– – 0.05% 182
2025
Q2 		$321K Hold
2,850
– – 0.05% 192
2025
Q1 		$318K Hold
2,850
– – 0.06% 231
2024
Q4 		$314K Hold
2,850
– – 0.06% 233
2024
Q3 		$310K Buy
2,850
+2,800
+5,600% +$303K 0.1% 169
2024
Q2 		$5.42K Sell
50
-3,275
-98% -$351K ﹤0.01% 470
2024
Q1 		$354K Buy
+3,325
New +$352K 0.09% 206

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

Strategic Financial Concepts's BOXX Position: Q2 2026 in Review

Strategic Financial Concepts increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 261% in Q2 2026, buying an estimated $561K and bringing the position to 6,656 shares worth $779K. The position accounts for 0.23% of the portfolio, ranked #94.

Strategic Financial Concepts first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Strategic Financial Concepts held 6,656 shares of Alpha Architect 1-3 Month Box ETF worth $779K as of Q2 2026.
  • Strategic Financial Concepts bought 4,810 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $561K.
  • Alpha Architect 1-3 Month Box ETF made up 0.23% of Strategic Financial Concepts's portfolio in Q2 2026, its #94 holding.
  • Strategic Financial Concepts first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.