Transcendent Capital Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Transcendent Capital Group’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	Sell	10,249 -48,921	-83%	-$5.71M	0.47%	58
2026 Q1	$6.88M	Buy	59,170 +15,591	+36%	+$1.8M	3.14%	8
2025 Q4	$5.02M	Buy	43,579 +33,256	+322%	+$3.8M	2.27%	14
2025 Q3	$1.18M	Sell	10,323 -58	-0.6%	-$6.57K	0.53%	52
2025 Q2	$1.17M	Sell	10,381 -38,271	-79%	-$4.29M	0.6%	47
2025 Q1	$5.42M	Buy	48,652 +912	+2%	+$101K	3.05%	7
2024 Q4	$5.26M	Buy	47,740 +46,040	+2,708%	+$5.05M	2.72%	9
2024 Q3	$185K	Sell	1,700 -4,884	-74%	-$529K	0.1%	107
2024 Q2	$710K	Buy	+6,584	New	+$705K	0.41%	54

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Transcendent Capital Group's BOXX Position: Q2 2026 in Review

Transcendent Capital Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 83% in Q2 2026, selling an estimated $5.71M and leaving 10,249 shares worth $1.2M. The position accounts for 0.47% of the portfolio, ranked #58.

Transcendent Capital Group first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.88M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Transcendent Capital Group held 10,249 shares of Alpha Architect 1-3 Month Box ETF worth $1.2M as of Q2 2026.
Transcendent Capital Group sold 48,921 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $5.71M.
Alpha Architect 1-3 Month Box ETF made up 0.47% of Transcendent Capital Group's portfolio in Q2 2026, its #58 holding.
Transcendent Capital Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
Transcendent Capital Group's Alpha Architect 1-3 Month Box ETF position peaked at $6.88M in Q1 2026.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.