Swan Global Investments’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Swan Global Investments’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	$761K	Sell	6,500 -1,800	-22%	-$210K	0.02%	63
2026 Q1	$965K	Sell	8,300 -2,500	-23%	-$289K	0.03%	39
2025 Q4	$1.24M	Sell	10,800 -1,900	-15%	-$217K	0.04%	37
2025 Q3	$1.45M	Buy	12,700 +2,200	+21%	+$249K	0.04%	35
2025 Q2	$1.18M	Buy	10,500 +4,500	+75%	+$504K	0.03%	36
2025 Q1	$669K	Buy	+6,000	New	+$666K	0.02%	37

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Swan Global Investments's BOXX Position: Q2 2026 in Review

Swan Global Investments reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 22% in Q2 2026, selling an estimated $210K and leaving 6,500 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #63.

Swan Global Investments first reported a position in BOXX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.45M in Q3 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Swan Global Investments held 6,500 shares of Alpha Architect 1-3 Month Box ETF worth $761K as of Q2 2026.
Swan Global Investments sold 1,800 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $210K.
Alpha Architect 1-3 Month Box ETF made up 0.02% of Swan Global Investments's portfolio in Q2 2026, its #63 holding.
Swan Global Investments first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 6 quarters since.
Swan Global Investments's Alpha Architect 1-3 Month Box ETF position peaked at $1.45M in Q3 2025.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.