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WealthPLAN Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

WealthPLAN Partners’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
2024
Q3 		– Sell
-29,521
Closed -$3.18M – 259
2024
Q2 		$3.18M Buy
29,521
+9,947
+51% +$1.07M 0.34% 82
2024
Q1 		$2.08M Buy
19,574
+1,221
+7% +$129K 0.22% 113
2023
Q4 		$1.93M Buy
18,353
+3,361
+22% +$351K 0.2% 114
2023
Q3 		$1.55M Buy
14,992
+12,208
+439% +$1.26M 0.18% 123
2023
Q2 		$285K Buy
+2,784
New +$283K 0.04% 249

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LP
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TWD
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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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

WealthPLAN Partners's BOXX Position: Q3 2024 in Review

WealthPLAN Partners sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2024, closing a stake of 29,521 shares — an estimated $3.18M sold.

WealthPLAN Partners first reported a position in BOXX in Q2 2023 and held it in 5 quarters. The position peaked at $3.18M in Q2 2024. 172 funds tracked by Wall St. Rank hold BOXX as of Q3 2024.

  • WealthPLAN Partners reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 29,521 Alpha Architect 1-3 Month Box ETF shares in Q3 2024, an estimated $3.18M.
  • WealthPLAN Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2023 and held it in 5 quarters.
  • WealthPLAN Partners's Alpha Architect 1-3 Month Box ETF position peaked at $3.18M in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.