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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
Q2 		$1.2M Buy
10,250
+585
+6% +$68.3K 0.06% 268
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

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 $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
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 $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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Thoroughbred Financial Services's BOXX Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 6.1% in Q2 2026, buying an estimated $68.3K and bringing the position to 10,250 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #268.

Thoroughbred Financial Services first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Thoroughbred Financial Services held 10,250 shares of Alpha Architect 1-3 Month Box ETF worth $1.2M as of Q2 2026.
  • Thoroughbred Financial Services bought 585 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $68.3K.
  • Alpha Architect 1-3 Month Box ETF made up 0.06% of Thoroughbred Financial Services's portfolio in Q2 2026, its #268 holding.
  • Thoroughbred Financial Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.