Weaver Consulting Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Weaver Consulting Group’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	$9.92M	Sell	84,762 -10,282	-11%	-$1.2M	2.03%	7
2026 Q1	$11.1M	Buy	95,044 +27,250	+40%	+$3.15M	2.63%	5
2025 Q4	$7.8M	Sell	67,794 -11,766	-15%	-$1.35M	1.91%	9
2025 Q3	$9.06M	Sell	79,560 -2,050	-3%	-$232K	2.3%	7
2025 Q2	$9.2M	Buy	81,610 +2,145	+3%	+$240K	2.54%	5
2025 Q1	$8.86M	Buy	79,465 +19,405	+32%	+$2.15M	2.67%	5
2024 Q4	$6.62M	Buy	60,060 +8,600	+17%	+$942K	2.04%	9
2024 Q3	$5.61M	Buy	51,460 +11,250	+28%	+$1.22M	1.78%	11
2024 Q2	$4.34M	Buy	+40,210	New	+$4.31M	1.51%	16

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

Weaver Consulting Group's BOXX Position: Q2 2026 in Review

Weaver Consulting Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 11% in Q2 2026, selling an estimated $1.2M and leaving 84,762 shares worth $9.92M. The position accounts for 2.03% of the portfolio, ranked #7.

Weaver Consulting Group first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.1M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Weaver Consulting Group held 84,762 shares of Alpha Architect 1-3 Month Box ETF worth $9.92M as of Q2 2026.
Weaver Consulting Group sold 10,282 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.2M.
Alpha Architect 1-3 Month Box ETF made up 2.03% of Weaver Consulting Group's portfolio in Q2 2026, its #7 holding.
Weaver Consulting Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
Weaver Consulting Group's Alpha Architect 1-3 Month Box ETF position peaked at $11.1M in Q1 2026.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.