Wealth Enhancement Advisory Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Wealth Enhancement Advisory Services’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	$162M	Sell	1,383,612 -22,605	-2%	-$2.64M	0.27%	60
2026 Q1	$163M	Sell	1,406,217 -1,011,828	-42%	-$117M	0.33%	48
2025 Q4	$278M	Buy	2,418,045 +653,365	+37%	+$74.8M	0.38%	43
2025 Q3	$201M	Buy	1,764,680 +85,067	+5%	+$9.63M	0.3%	57
2025 Q2	$189M	Buy	1,679,613 +65,649	+4%	+$7.36M	0.31%	58
2025 Q1	$180M	Buy	1,613,964 +171,238	+12%	+$19M	0.34%	54
2024 Q4	$159M	Buy	1,442,726 +395,084	+38%	+$43.3M	0.3%	60
2024 Q3	$114M	Buy	1,047,642 +493,455	+89%	+$53.5M	0.25%	79
2024 Q2	$59.7M	Buy	554,187 +291,452	+111%	+$31.2M	0.14%	147
2024 Q1	$28M	Buy	262,735 +245,041	+1,385%	+$25.9M	0.07%	255
2023 Q4	$1.86M	Buy	17,694 +13,364	+309%	+$1.39M	0.01%	923
2023 Q3	$449K	Buy	+4,330	New	+$446K	﹤0.01%	1493

Other funds holding BOXX

TWD

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

CFIM

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

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's BOXX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 1.6% in Q2 2026, selling an estimated $2.64M and leaving 1,383,612 shares worth $162M. The position accounts for 0.27% of the portfolio, ranked #60.

Wealth Enhancement Advisory Services first reported a position in BOXX in Q3 2023 and has held it in 12 quarters since. The position peaked at $278M in Q4 2025. 79 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Wealth Enhancement Advisory Services held 1,383,612 shares of Alpha Architect 1-3 Month Box ETF worth $162M as of Q2 2026.
Wealth Enhancement Advisory Services sold 22,605 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.64M.
Alpha Architect 1-3 Month Box ETF made up 0.27% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #60 holding.
Wealth Enhancement Advisory Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Alpha Architect 1-3 Month Box ETF position peaked at $278M in Q4 2025.
79 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.