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

United Advisor 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 Q3	$1.39M	Buy	11,706 +679	+6%	+$80K	0.13%	174
2026 Q2	$1.29M	Sell	11,027 -205	-2%	-$23.9K	0.14%	174
2026 Q1	$1.31M	Buy	11,232 +260	+2%	+$30.1K	0.16%	153
2025 Q4	$1.26M	Buy	10,972 +431	+4%	+$49.3K	0.16%	153
2025 Q3	$1.2M	Buy	10,541 +1,822	+21%	+$206K	0.16%	147
2025 Q2	$982K	Sell	8,719 -377	-4%	-$42.3K	0.17%	138
2025 Q1	$1.01M	Buy	9,096 +1,237	+16%	+$137K	0.21%	115
2024 Q4	$867K	Buy	7,859 +2,765	+54%	+$303K	0.17%	136
2024 Q3	$555K	Buy	5,094 +187	+4%	+$20.3K	0.13%	168
2024 Q2	$529K	Buy	+4,907	New	+$526K	0.16%	128

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

United Advisor Group's BOXX Position: Q3 2026 in Review

United Advisor Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 6.2% in Q3 2026, buying an estimated $80K and bringing the position to 11,706 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #174.

United Advisor Group first reported a position in BOXX in Q2 2024 and has held it in 10 quarters since. 264 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

United Advisor Group held 11,706 shares of Alpha Architect 1-3 Month Box ETF worth $1.39M as of Q3 2026.
United Advisor Group bought 679 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $80K.
Alpha Architect 1-3 Month Box ETF made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #174 holding.
United Advisor Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 10 quarters since.
264 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.