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	1.15%	37
2026 Q1	$10M	Buy	86,092 +8,340	+11%	+$965K	1.11%	40
2025 Q4	$8.95M	Buy	77,752 +75,383	+3,182%	+$8.62M	0.95%	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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return