True Wealth Design’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

True Wealth Design’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	$56.9M	Sell	486,131 -10,900	-2%	-$1.27M	13.54%	2
2026 Q1	$57.8M	Buy	497,031 +20,745	+4%	+$2.4M	16.04%	1
2025 Q4	$54.8M	Buy	476,286 +16,924	+4%	+$1.94M	16.07%	1
2025 Q3	$52.3M	Buy	459,362 +87,994	+24%	+$9.97M	15.98%	2
2025 Q2	$41.8M	Sell	371,368 -201,344	-35%	-$22.6M	14.75%	2
2025 Q1	$63.9M	Buy	572,712 +8,233	+1%	+$913K	24.32%	1
2024 Q4	$62.3M	Buy	564,479 +43,496	+8%	+$4.77M	24.15%	1
2024 Q3	$56.8M	Sell	520,983 -36,272	-7%	-$3.93M	22.16%	1
2024 Q2	$60.1M	Buy	557,255 +87,036	+19%	+$9.32M	14.85%	1
2024 Q1	$50.1M	Buy	470,219 +15,667	+3%	+$1.66M	12.48%	2
2023 Q4	$47.8M	Buy	454,552 +149,230	+49%	+$15.6M	13.46%	1
2023 Q3	$31.7M	Buy	305,322 +59,610	+24%	+$6.14M	10.59%	2
2023 Q2	$25.2M	Buy	245,712 +231,388	+1,615%	+$23.6M	9.2%	3
2023 Q1	$1.45M	Buy	+14,324	New	+$1.44M	0.61%	24

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return