Wealthspire Advisors (New York)’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$2.25M	Buy	19,357 +1,305	+7%	+$151K	0.02%	274
2025 Q4	$2.08M	Sell	18,052 -3,714	-17%	-$425K	0.02%	291
2025 Q3	$2.48M	Buy	21,766 +6,563	+43%	+$743K	0.01%	245
2025 Q2	$1.71M	Buy	15,203 +5,477	+56%	+$614K	0.01%	298
2025 Q1	$1.08M	Buy	9,726 +4,563	+88%	+$506K	0.01%	367
2024 Q4	$569K	Buy	5,163 +3,271	+173%	+$358K	0.01%	483
2024 Q3	$206K	Buy	+1,892	New	+$205K	﹤0.01%	702

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s BOXX Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.2% in Q1 2026, buying an estimated $151K and bringing the position to 19,357 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #274.

Wealthspire Advisors (New York) first reported a position in BOXX in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q3 2025. 334 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Wealthspire Advisors (New York) held 19,357 shares of Alpha Architect 1-3 Month Box ETF worth $2.25M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,305 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $151K.
Alpha Architect 1-3 Month Box ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #274 holding.
Wealthspire Advisors (New York) first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Alpha Architect 1-3 Month Box ETF position peaked at $2.48M in Q3 2025.
334 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.