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 Q3	$8.34M	Sell	70,472 -14,290	-17%	-$1.68M	1.62%	12
2026 Q2	$9.9M	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 $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Weaver Consulting Group's BOXX Position: Q3 2026 in Review

Weaver Consulting Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 17% in Q3 2026, selling an estimated $1.68M and leaving 70,472 shares worth $8.34M. The position accounts for 1.62% of the portfolio, ranked #12.

Weaver Consulting Group first reported a position in BOXX in Q2 2024 and has held it in 10 quarters since. The position peaked at $11.1M in Q1 2026. 167 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Weaver Consulting Group held 70,472 shares of Alpha Architect 1-3 Month Box ETF worth $8.34M as of Q3 2026.
Weaver Consulting Group sold 14,290 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $1.68M.
Alpha Architect 1-3 Month Box ETF made up 1.62% of Weaver Consulting Group's portfolio in Q3 2026, its #12 holding.
Weaver Consulting Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 10 quarters since.
Weaver Consulting Group's Alpha Architect 1-3 Month Box ETF position peaked at $11.1M in Q1 2026.
167 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.