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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Swan Global Investments's BOXX Position: Q1 2026 in Review

Swan Global Investments reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 23% in Q1 2026, selling an estimated $289K and leaving 8,300 shares worth $965K. The position accounts for 0.03% of the portfolio, ranked #39.

Swan Global Investments first reported a position in BOXX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q3 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Swan Global Investments held 8,300 shares of Alpha Architect 1-3 Month Box ETF worth $965K as of Q1 2026.
  • Swan Global Investments sold 2,500 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $289K.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Swan Global Investments's portfolio in Q1 2026, its #39 holding.
  • Swan Global Investments first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 5 quarters since.
  • Swan Global Investments's Alpha Architect 1-3 Month Box ETF position peaked at $1.45M in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.