U.S. Capital Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

U.S. Capital Wealth Advisors’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	$2.2M	Sell	18,884 -12,956	-41%	-$1.5M	0.06%	331
2025 Q4	$3.66M	Buy	31,840 +14,253	+81%	+$1.63M	0.1%	229
2025 Q3	$2M	Buy	17,587 +1,007	+6%	+$114K	0.05%	332
2025 Q2	$1.87M	Buy	16,580 +10,206	+160%	+$1.14M	0.05%	314
2025 Q1	$711K	Sell	6,374 -240	-4%	-$26.6K	0.02%	505
2024 Q4	$729K	Hold	6,614	–	–	0.02%	480
2024 Q3	$720K	Sell	6,614 -123	-2%	-$13.3K	0.03%	403
2024 Q2	$726K	Sell	6,737 -137	-2%	-$14.7K	0.03%	388
2024 Q1	$732K	Buy	+6,874	New	+$727K	0.03%	401

Other funds holding BOXX

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

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 $44.6B AUM 28.94% 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 90.28% 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

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

U.S. Capital Wealth Advisors's BOXX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 41% in Q1 2026, selling an estimated $1.5M and leaving 18,884 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #331.

U.S. Capital Wealth Advisors first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q4 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

U.S. Capital Wealth Advisors held 18,884 shares of Alpha Architect 1-3 Month Box ETF worth $2.2M as of Q1 2026.
U.S. Capital Wealth Advisors sold 12,956 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.5M.
Alpha Architect 1-3 Month Box ETF made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #331 holding.
U.S. Capital Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
U.S. Capital Wealth Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $3.66M in Q4 2025.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.