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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
Q2 		$16.3M Buy
139,132
+41,962
+43% +$4.9M 0.89% 22
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 $59.8B 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

Stratos Wealth Advisors's BOXX Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 43% in Q2 2026, buying an estimated $4.9M and bringing the position to 139,132 shares worth $16.3M. The position accounts for 0.89% of the portfolio, ranked #22.

Stratos Wealth Advisors first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Stratos Wealth Advisors held 139,132 shares of Alpha Architect 1-3 Month Box ETF worth $16.3M as of Q2 2026.
  • Stratos Wealth Advisors bought 41,962 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $4.9M.
  • Alpha Architect 1-3 Month Box ETF made up 0.89% of Stratos Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Stratos Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 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 Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.