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Waterloo Capital’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Waterloo Capital’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 		$3M Sell
25,579
-903
-3% -$105K 0.17% 128
2026
Q1 		$3.08M Buy
+26,482
New +$3.06M 0.22% 104

Other funds holding BOXX

Wealth Enhancement Advisory Services
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EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Waterloo Capital's BOXX Position: Q2 2026 in Review

Waterloo Capital reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.4% in Q2 2026, selling an estimated $105K and leaving 25,579 shares worth $3M. The position accounts for 0.17% of the portfolio, ranked #128.

Waterloo Capital first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.08M in Q1 2026. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Waterloo Capital held 25,579 shares of Alpha Architect 1-3 Month Box ETF worth $3M as of Q2 2026.
  • Waterloo Capital sold 903 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $105K.
  • Alpha Architect 1-3 Month Box ETF made up 0.17% of Waterloo Capital's portfolio in Q2 2026, its #128 holding.
  • Waterloo Capital first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • Waterloo Capital's Alpha Architect 1-3 Month Box ETF position peaked at $3.08M in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.