Thoroughbred Financial Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Thoroughbred Financial Services’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	$1.12M	Buy	9,665 +1,750	+22%	+$202K	0.07%	259
2025 Q4	$911K	Sell	7,915 -958	-11%	-$110K	0.05%	289
2025 Q3	$1.01M	Sell	8,873 -1,150	-11%	-$130K	0.06%	272
2025 Q2	$1.13M	Buy	10,023 +7,069	+239%	+$792K	0.08%	240
2025 Q1	$329K	Sell	2,954 -218	-7%	-$24.2K	0.02%	520
2024 Q4	$349K	Sell	3,172 -538	-15%	-$59K	0.02%	507
2024 Q3	$404K	Buy	3,710 +4	+0.1%	+$433	0.03%	449
2024 Q2	$399K	Buy	3,706 +1,380	+59%	+$148K	0.03%	431
2024 Q1	$247K	Buy	+2,326	New	+$246K	0.02%	411

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

Cambridge Investment Research Advisors

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Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return