UBS Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

UBS 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 Q2	$154K	Buy	+1,311	New	+$153K	﹤0.01%	6946
2026 Q1	–	Sell	-17,400	Closed	-$2M	–	10522
2025 Q4	$2M	Buy	+17,400	New	+$1.99M	﹤0.01%	4982
2025 Q2	–	Sell	-8,227	Closed	-$917K	–	10277
2025 Q1	$917K	Sell	8,227 -5,147	-38%	-$571K	﹤0.01%	5352
2024 Q4	$1.47M	Buy	+13,374	New	+$1.47M	﹤0.01%	5003
2024 Q1	–	Sell	-758	Closed	-$79.7K	–	9336
2023 Q4	$79.7K	Sell	758 -472	-38%	-$49.3K	﹤0.01%	6308
2023 Q3	$128K	Buy	+1,230	New	+$127K	﹤0.01%	5674
2023 Q2	–	Sell	-364	Closed	-$36.8K	–	8956
2023 Q1	$36.8K	Buy	+364	New	+$36.6K	﹤0.01%	6649

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

UBS Group's BOXX Position: Q2 2026 in Review

UBS Group opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 1,311 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #6946 among its holdings. This is a return to the name: UBS Group previously reported a position in BOXX as recently as Q4 2025.

UBS Group first reported a position in BOXX in Q1 2023 and has held it in 7 quarters since. The position peaked at $2M in Q4 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

UBS Group held 1,311 shares of Alpha Architect 1-3 Month Box ETF worth $154K as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new UBS Group position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6946 holding.
UBS Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2023 and has held it in 7 quarters since.
UBS Group's Alpha Architect 1-3 Month Box ETF position peaked at $2M in Q4 2025.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.