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 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

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HighTower Advisors

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