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Tortoise Investment Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Tortoise Investment Management’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 		$17.8M Buy
152,407
+7,591
+5% +$886K 1.33% 19
2026
Q1 		$16.8M Buy
144,816
+19,480
+16% +$2.25M 1.39% 17
2025
Q4 		$14.4M Sell
125,336
-11,120
-8% -$1.27M 1.27% 22
2025
Q3 		$15.5M Sell
136,456
-2,380
-2% -$270K 1.38% 20
2025
Q2 		$15.6M Buy
138,836
+13,355
+11% +$1.5M 1.49% 15
2025
Q1 		$14M Buy
125,481
+29,615
+31% +$3.29M 1.46% 16
2024
Q4 		$10.6M Buy
95,866
+7,955
+9% +$872K 1.12% 31
2024
Q3 		$9.58M Buy
87,911
+52,655
+149% +$5.71M 1% 31
2024
Q2 		$3.8M Buy
35,256
+21,006
+147% +$2.25M 0.43% 59
2024
Q1 		$1.52M Buy
+14,250
New +$1.51M 0.18% 89

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Tortoise Investment Management's BOXX Position: Q2 2026 in Review

Tortoise Investment Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 5.2% in Q2 2026, buying an estimated $886K and bringing the position to 152,407 shares worth $17.8M. The position accounts for 1.33% of the portfolio, ranked #19.

Tortoise Investment Management first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 231 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Tortoise Investment Management held 152,407 shares of Alpha Architect 1-3 Month Box ETF worth $17.8M as of Q2 2026.
  • Tortoise Investment Management bought 7,591 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $886K.
  • Alpha Architect 1-3 Month Box ETF made up 1.33% of Tortoise Investment Management's portfolio in Q2 2026, its #19 holding.
  • Tortoise Investment Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 231 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.