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Ursa Fund Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Ursa Fund Management’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
2024
Q4 		– Sell
-75,000
Closed -$8.17M – 20
2024
Q3 		$8.17M Hold
75,000
– – 10.79% 3
2024
Q2 		$8.09M Buy
+75,000
New +$8.03M 22.16% 2

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TWD
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Cambridge Investment Research Advisors
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LP
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Mariner
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EFG
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ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Ursa Fund Management's BOXX Position: Q4 2024 in Review

Ursa Fund Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2024, closing a stake of 75,000 shares — an estimated $8.17M sold.

Ursa Fund Management first reported a position in BOXX in Q2 2024 and held it in 2 quarters. The position peaked at $8.17M in Q3 2024. 211 funds tracked by Wall St. Rank hold BOXX as of Q4 2024.

  • Ursa Fund Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2024 after selling out during the quarter.
  • Ursa Fund Management sold 75,000 Alpha Architect 1-3 Month Box ETF shares in Q4 2024, an estimated $8.17M.
  • Ursa Fund Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and held it in 2 quarters.
  • Ursa Fund Management's Alpha Architect 1-3 Month Box ETF position peaked at $8.17M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2024.

Based on Ursa Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.