Valeo Financial Advisors
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Valeo Financial Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Valeo Financial Advisors’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
2025
Q4 		– Sell
-3,122
Closed -$355K – 849
2025
Q3 		$355K Sell
3,122
-1,300
-29% -$147K 0.01% 555
2025
Q2 		$498K Buy
4,422
+1,300
+42% +$146K 0.01% 454
2025
Q1 		$348K Buy
+3,122
New +$346K 0.01% 497

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Valeo Financial Advisors's BOXX Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2025, closing a stake of 3,122 shares — an estimated $355K sold.

Valeo Financial Advisors first reported a position in BOXX in Q1 2025 and held it in 3 quarters. The position peaked at $498K in Q2 2025. 299 funds tracked by Wall St. Rank hold BOXX as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,122 Alpha Architect 1-3 Month Box ETF shares in Q4 2025, an estimated $355K.
  • Valeo Financial Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and held it in 3 quarters.
  • Valeo Financial Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $498K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.