Valmark Advisers’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Valmark Advisers’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 Q3	$595K	Buy	+5,029	New	+$593K	0.01%	483

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Valmark Advisers's BOXX Position: Q3 2026 in Review

Valmark Advisers opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026: 5,029 shares worth $595K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings.

264 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Valmark Advisers held 5,029 shares of Alpha Architect 1-3 Month Box ETF worth $595K as of Q3 2026.
Alpha Architect 1-3 Month Box ETF was a new Valmark Advisers position in Q3 2026.
Alpha Architect 1-3 Month Box ETF made up 0.01% of Valmark Advisers's portfolio in Q3 2026, its #483 holding.
264 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.