Vise Technologies’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Vise Technologies’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	$3.17M	Hold	27,518	–	–	0.06%	249
2025 Q4	$3.17M	Buy	27,518 +22,260	+423%	+$2.55M	0.06%	250
2025 Q3	$599K	Buy	5,258 +1,310	+33%	+$148K	0.02%	591
2025 Q2	$445K	Buy	+3,948	New	+$443K	0.02%	689
2023 Q4	–	Sell	-7,277	Closed	-$754K	–	356
2023 Q3	$754K	Buy	7,277 +575	+9%	+$59.2K	0.19%	123
2023 Q2	$686K	Buy	+6,702	New	+$682K	0.17%	138

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

PPC

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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

Vise Technologies's BOXX Position: Q1 2026 in Review

Vise Technologies held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q1 2026 at 27,518 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #249.

Vise Technologies first reported a position in BOXX in Q2 2023 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Vise Technologies held 27,518 shares of Alpha Architect 1-3 Month Box ETF worth $3.17M as of Q1 2026.
Vise Technologies left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q1 2026.
Alpha Architect 1-3 Month Box ETF made up 0.06% of Vise Technologies's portfolio in Q1 2026, its #249 holding.
Vise Technologies first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2023 and has held it in 6 quarters since.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.