Teamwork Financial Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Teamwork Financial 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	$12.4M	Buy	105,665 +19,573	+23%	+$2.28M	1.12%	37
2026 Q1	$10M	Buy	86,092 +8,340	+11%	+$965K	1.06%	40
2025 Q4	$8.95M	Buy	77,752 +75,383	+3,182%	+$8.62M	0.9%	47
2025 Q3	$270K	Sell	2,369 -2,190	-48%	-$248K	0.03%	174
2025 Q2	$514K	Hold	4,559	–	–	0.06%	130
2025 Q1	$508K	Hold	4,559	–	–	0.07%	114
2024 Q4	$503K	Buy	+4,559	New	+$500K	0.07%	106
2024 Q2	–	Sell	-5,559	Closed	-$592K	–	147
2024 Q1	$592K	Sell	5,559 -1,218	-18%	-$129K	0.09%	96
2023 Q4	$713K	Buy	6,777 +4,413	+187%	+$461K	0.12%	81
2023 Q3	$245K	Buy	+2,364	New	+$244K	0.04%	178

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

Teamwork Financial Advisors's BOXX Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 23% in Q2 2026, buying an estimated $2.28M and bringing the position to 105,665 shares worth $12.4M. The position accounts for 1.12% of the portfolio, ranked #37.

Teamwork Financial Advisors first reported a position in BOXX in Q3 2023 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Teamwork Financial Advisors held 105,665 shares of Alpha Architect 1-3 Month Box ETF worth $12.4M as of Q2 2026.
Teamwork Financial Advisors bought 19,573 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.28M.
Alpha Architect 1-3 Month Box ETF made up 1.12% of Teamwork Financial Advisors's portfolio in Q2 2026, its #37 holding.
Teamwork Financial Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.