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Truist Financial’s
Alpha Architect 1-3 Month Box ETF
BOXX
Stock Holding History
Truist Financial’s Portfolio
BOXX Stock Details
BOXX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$476K
Sell
4,092
-44,023
-91%
-$5.09M
﹤0.01%
2111
2025
Q4
$5.54M
Sell
48,115
-5,108
-10%
-$584K
0.01%
807
2025
Q3
$6.06M
Buy
53,223
+3,944
+8%
+$447K
0.01%
802
2025
Q2
$5.55M
Buy
49,279
+3,663
+8%
+$411K
0.01%
807
2025
Q1
$5.09M
Buy
45,616
+1,038
+2%
+$115K
0.01%
830
2024
Q4
$4.92M
Buy
44,578
+1,059
+2%
+$116K
0.01%
833
2024
Q3
$4.74M
Buy
43,519
+1,067
+3%
+$116K
0.01%
843
2024
Q2
$4.58M
Buy
42,452
+10,879
+34%
+$1.17M
0.01%
889
2024
Q1
$3.36M
Buy
31,573
+6,842
+28%
+$724K
0.01%
1045
2023
Q4
$2.59M
Buy
+24,731
New
+$2.58M
﹤0.01%
1135
Other funds holding BOXX
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
EF
Empowered Funds
Havertown, Pennsylvania
$15.7B AUM
34.02%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
TWD
True Wealth Design
Akron, Ohio
$420M AUM
22.7%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
PPC
Pennington Partners & Co
Bethesda, Maryland
$292M AUM
14.64%
1-Year Est. Return
CFIM
Client First Investment Management
West Bend, Wisconsin
$237M AUM
90.27%
1-Year Est. Return
EFG
Ethos Financial Group
King Of Prussia, Pennsylvania
$1.37B AUM
19.43%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
IA
Insight Advisors
Newtown, Pennsylvania
$525M AUM
15.94%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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