UAG
BOXX icon

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
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

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EF
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Rockefeller Capital Management
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TWD
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Cambridge Investment Research Advisors
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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
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