Triad Wealth Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Triad Wealth Partners’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	$3.99M	Buy	33,906 +11,694	+53%	+$1.36M	0.24%	74
2026 Q1	$2.58M	Sell	22,212 -14,656	-40%	-$1.7M	0.2%	87
2025 Q4	$4.24M	Buy	36,868 +20,068	+119%	+$2.3M	0.4%	58
2025 Q3	$1.91M	Buy	16,800 +3,205	+24%	+$363K	0.25%	70
2025 Q2	$1.53M	Buy	13,595 +4,300	+46%	+$482K	0.31%	61
2025 Q1	$1.04M	Buy	9,295 +3,244	+54%	+$360K	0.32%	54
2024 Q4	$667K	Buy	+6,051	New	+$663K	0.24%	70

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

Triad Wealth Partners's BOXX Position: Q2 2026 in Review

Triad Wealth Partners increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 53% in Q2 2026, buying an estimated $1.36M and bringing the position to 33,906 shares worth $3.99M. The position accounts for 0.24% of the portfolio, ranked #74.

Triad Wealth Partners first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24M in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Triad Wealth Partners held 33,906 shares of Alpha Architect 1-3 Month Box ETF worth $3.99M as of Q2 2026.
Triad Wealth Partners bought 11,694 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.36M.
Alpha Architect 1-3 Month Box ETF made up 0.24% of Triad Wealth Partners's portfolio in Q2 2026, its #74 holding.
Triad Wealth Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
Triad Wealth Partners's Alpha Architect 1-3 Month Box ETF position peaked at $4.24M in Q4 2025.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.