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 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 $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

United Advisor Group's BOXX Position: Q2 2026 in Review

United Advisor Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 1.8% in Q2 2026, selling an estimated $23.9K and leaving 11,027 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #174.

United Advisor Group first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

United Advisor Group held 11,027 shares of Alpha Architect 1-3 Month Box ETF worth $1.29M as of Q2 2026.
United Advisor Group sold 205 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $23.9K.
Alpha Architect 1-3 Month Box ETF made up 0.14% of United Advisor Group's portfolio in Q2 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 9 quarters since.
United Advisor Group's Alpha Architect 1-3 Month Box ETF position peaked at $1.31M in Q1 2026.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.