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Tidal Investments’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Tidal Investments’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
2024
Q4 		– Sell
-6,488
Closed -$707K – 1863
2024
Q3 		$707K Buy
6,488
+325
+5% +$35.2K 0.01% 1207
2024
Q2 		$664K Buy
6,163
+1,197
+24% +$128K 0.01% 1132
2024
Q1 		$529K Sell
4,966
-921
-16% -$97.4K 0.01% 1168
2023
Q4 		$619K Buy
+5,887
New +$614K 0.01% 850

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Tidal Investments's BOXX Position: Q4 2024 in Review

Tidal Investments sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2024, closing a stake of 6,488 shares — an estimated $707K sold.

Tidal Investments first reported a position in BOXX in Q4 2023 and held it in 4 quarters. The position peaked at $707K in Q3 2024. 211 funds tracked by Wall St. Rank hold BOXX as of Q4 2024.

  • Tidal Investments reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2024 after selling out during the quarter.
  • Tidal Investments sold 6,488 Alpha Architect 1-3 Month Box ETF shares in Q4 2024, an estimated $707K.
  • Tidal Investments first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and held it in 4 quarters.
  • Tidal Investments's Alpha Architect 1-3 Month Box ETF position peaked at $707K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2024.

Based on Tidal Investments's 13F filing for Q4 2024, filed 14 Feb 2025.