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TCFG Investment Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

TCFG Investment 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 		$4.29M Sell
36,659
-1,190
-3% -$139K 1.45% 10
2026
Q1 		$4.4M Buy
+37,849
New +$4.38M 1.65% 9

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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 $103B AUM 28.65% 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

TCFG Investment Advisors's BOXX Position: Q2 2026 in Review

TCFG Investment Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.1% in Q2 2026, selling an estimated $139K and leaving 36,659 shares worth $4.29M. The position accounts for 1.45% of the portfolio, ranked #10.

TCFG Investment Advisors first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.4M in Q1 2026. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • TCFG Investment Advisors held 36,659 shares of Alpha Architect 1-3 Month Box ETF worth $4.29M as of Q2 2026.
  • TCFG Investment Advisors sold 1,190 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $139K.
  • Alpha Architect 1-3 Month Box ETF made up 1.45% of TCFG Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • TCFG Investment Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $4.4M in Q1 2026.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.