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Wealth Management Nebraska’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Wealth Management Nebraska’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 		$4.95M Buy
42,150
+7,495
+22% +$875K 0.44% 20
2026
Q1 		$4.03M Buy
34,655
+4,333
+14% +$501K 0.41% 22
2025
Q4 		$3.49M Buy
30,322
+1,939
+7% +$222K 0.4% 21
2025
Q3 		$3.23M Buy
28,383
+1,448
+5% +$164K 0.39% 22
2025
Q2 		$3.03M Buy
26,935
+20,286
+305% +$2.27M 0.41% 21
2025
Q1 		$741K Buy
6,649
+272
+4% +$30.2K 0.11% 38
2024
Q4 		$703K Buy
+6,377
New +$699K 0.11% 33

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

Wealth Management Nebraska's BOXX Position: Q2 2026 in Review

Wealth Management Nebraska increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 22% in Q2 2026, buying an estimated $875K and bringing the position to 42,150 shares worth $4.95M. The position accounts for 0.44% of the portfolio, ranked #20.

Wealth Management Nebraska first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Wealth Management Nebraska held 42,150 shares of Alpha Architect 1-3 Month Box ETF worth $4.95M as of Q2 2026.
  • Wealth Management Nebraska bought 7,495 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $875K.
  • Alpha Architect 1-3 Month Box ETF made up 0.44% of Wealth Management Nebraska's portfolio in Q2 2026, its #20 holding.
  • Wealth Management Nebraska first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 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 Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.