Sunbelt Securities’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Sunbelt Securities’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	$19.2M	Sell	165,049 -6,638	-4%	-$768K	1.21%	12
2025 Q4	$19.8M	Sell	171,687 -12,713	-7%	-$1.45M	1.32%	12
2025 Q3	$21M	Buy	184,400 +125,400	+213%	+$14.2M	1.45%	10
2025 Q2	$6.51M	Sell	59,000 -52,150	-47%	-$5.85M	0.57%	34
2025 Q1	$12.4M	Buy	111,150 +52,150	+88%	+$5.79M	1.11%	13
2024 Q4	$6.5M	Buy	59,000 +12,000	+26%	+$1.31M	0.57%	34
2024 Q3	$5.12M	Hold	47,000	–	–	0.5%	44
2024 Q2	$5.07M	Buy	+47,000	New	+$5.03M	0.52%	43

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PPC

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

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

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

Sunbelt Securities's BOXX Position: Q1 2026 in Review

Sunbelt Securities reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.9% in Q1 2026, selling an estimated $768K and leaving 165,049 shares worth $19.2M. The position accounts for 1.21% of the portfolio, ranked #12.

Sunbelt Securities first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. The position peaked at $21M in Q3 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Sunbelt Securities held 165,049 shares of Alpha Architect 1-3 Month Box ETF worth $19.2M as of Q1 2026.
Sunbelt Securities sold 6,638 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $768K.
Alpha Architect 1-3 Month Box ETF made up 1.21% of Sunbelt Securities's portfolio in Q1 2026, its #12 holding.
Sunbelt Securities first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
Sunbelt Securities's Alpha Architect 1-3 Month Box ETF position peaked at $21M in Q3 2025.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.