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 Q2	$6.18M	Buy	52,809 +25,291	+92%	+$2.95M	0.07%	230
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 $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWD

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Vise Technologies's BOXX Position: Q2 2026 in Review

Vise Technologies increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 92% in Q2 2026, buying an estimated $2.95M and bringing the position to 52,809 shares worth $6.18M. The position accounts for 0.07% of the portfolio, ranked #230.

Vise Technologies first reported a position in BOXX in Q2 2023 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Vise Technologies held 52,809 shares of Alpha Architect 1-3 Month Box ETF worth $6.18M as of Q2 2026.
Vise Technologies bought 25,291 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.95M.
Alpha Architect 1-3 Month Box ETF made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #230 holding.
Vise Technologies first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2023 and has held it in 7 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.