Summit Wealth & Retirement Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Summit Wealth & Retirement Planning’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	$17M	Buy	146,489 +1,141	+0.8%	+$132K	4.06%	8
2025 Q4	$16.7M	Buy	145,348 +7,388	+5%	+$845K	3.94%	7
2025 Q3	$15.7M	Buy	137,960 +2,518	+2%	+$285K	3.86%	9
2025 Q2	$15.3M	Buy	135,442 +4,957	+4%	+$556K	4.1%	7
2025 Q1	$14.5M	Buy	130,485 +3,298	+3%	+$366K	4.46%	7
2024 Q4	$14M	Buy	127,187 +5,992	+5%	+$657K	4.34%	9
2024 Q3	$13.2M	Buy	121,195 +6,153	+5%	+$667K	4.21%	9
2024 Q2	$12.4M	Buy	115,042 +3,599	+3%	+$386K	4.22%	9
2024 Q1	$11.9M	Buy	+111,443	New	+$11.8M	4.23%	10

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