Stratos Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Stratos Wealth Advisors’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	$11.3M	Buy	97,170 +94,867	+4,119%	+$11M	0.69%	35
2025 Q4	$265K	Sell	2,303 -6	-0.3%	-$686	0.01%	556
2025 Q3	$263K	Buy	2,309 +197	+9%	+$22.3K	0.01%	581
2025 Q2	$238K	Sell	2,112 -498	-19%	-$55.8K	0.01%	593
2025 Q1	$291K	Sell	2,610 -1,614	-38%	-$179K	0.02%	557
2024 Q4	$466K	Buy	4,224 +817	+24%	+$89.5K	0.02%	491
2024 Q3	$371K	Buy	3,407 +1,075	+46%	+$116K	0.02%	569
2024 Q2	$251K	Buy	+2,332	New	+$250K	0.01%	612

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management

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

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors

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