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Waverly Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Waverly Advisors’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 		$1.03M Buy
8,819
+5,227
+146% +$610K 0.01% 886
2026
Q1 		$418K Buy
+3,592
New +$415K ﹤0.01% 1162
2025
Q3 		– Sell
-3,092
Closed -$348K – 1285
2025
Q2 		$348K Sell
3,092
-2,557
-45% -$287K ﹤0.01% 914
2025
Q1 		$630K Buy
5,649
+893
+19% +$99.1K 0.01% 718
2024
Q4 		$524K Sell
4,756
-1,253
-21% -$137K 0.01% 671
2024
Q3 		$655K Buy
+6,009
New +$651K 0.01% 530

Other funds holding BOXX

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

Waverly Advisors's BOXX Position: Q2 2026 in Review

Waverly Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 146% in Q2 2026, buying an estimated $610K and bringing the position to 8,819 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #886.

Waverly Advisors first reported a position in BOXX in Q3 2024 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Waverly Advisors held 8,819 shares of Alpha Architect 1-3 Month Box ETF worth $1.03M as of Q2 2026.
  • Waverly Advisors bought 5,227 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $610K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #886 holding.
  • Waverly Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.