WealthPlan Investment Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

WealthPlan Investment Management’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	$11.7M	Sell	100,315 -9,365	-9%	-$1.09M	0.58%	47
2026 Q1	$12.8M	Buy	109,680 +69,819	+175%	+$8.08M	0.71%	38
2025 Q4	$4.59M	Buy	39,861 +210	+0.5%	+$24K	0.29%	92
2025 Q3	$4.51M	Sell	39,651 -5,414	-12%	-$613K	0.3%	90
2025 Q2	$5.08M	Sell	45,065 -549	-1%	-$61.5K	0.37%	85
2025 Q1	$5.09M	Buy	45,614 +8,763	+24%	+$972K	0.5%	68
2024 Q4	$4.06M	Buy	36,851 +1,041	+3%	+$114K	0.4%	72
2024 Q3	$3.9M	Buy	+35,810	New	+$3.88M	0.4%	77
2024 Q1	–	Sell	-1,909	Closed	-$201K	–	184
2023 Q4	$201K	Buy	+1,909	New	+$199K	0.03%	185

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

WealthPlan Investment Management's BOXX Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 8.5% in Q2 2026, selling an estimated $1.09M and leaving 100,315 shares worth $11.7M. The position accounts for 0.58% of the portfolio, ranked #47.

WealthPlan Investment Management first reported a position in BOXX in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.8M in Q1 2026. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

WealthPlan Investment Management held 100,315 shares of Alpha Architect 1-3 Month Box ETF worth $11.7M as of Q2 2026.
WealthPlan Investment Management sold 9,365 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.09M.
Alpha Architect 1-3 Month Box ETF made up 0.58% of WealthPlan Investment Management's portfolio in Q2 2026, its #47 holding.
WealthPlan Investment Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and has held it in 9 quarters since.
WealthPlan Investment Management's Alpha Architect 1-3 Month Box ETF position peaked at $12.8M in Q1 2026.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.