Valley Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Valley Financial 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	$3.26M	Buy	27,998 +15,241	+119%	+$1.76M	1.76%	11
2025 Q4	$1.47M	Sell	12,757 -800	-6%	-$91.5K	0.82%	17
2025 Q3	$1.54M	Sell	13,557 -1,263	-9%	-$143K	0.88%	19
2025 Q2	$1.67M	Sell	14,820 -2,122	-13%	-$238K	1.01%	18
2025 Q1	$1.89M	Buy	16,942 +606	+4%	+$67.2K	1.25%	16
2024 Q4	$1.8M	Buy	16,336 +914	+6%	+$100K	1.25%	17
2024 Q3	$1.68M	Sell	15,422 -2,368	-13%	-$257K	1.17%	18
2024 Q2	$1.92M	Sell	17,790 -5,926	-25%	-$635K	1.41%	15
2024 Q1	$2.52M	Buy	23,716 +12,052	+103%	+$1.27M	1.92%	14
2023 Q4	$1.23M	Buy	+11,664	New	+$1.22M	0.96%	23

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return