Wedmont Private Capital’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Wedmont Private Capital’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	$1.01M	Sell	8,628 -14,864	-63%	-$1.73M	0.03%	346
2026 Q1	$2.73M	Buy	23,492 +8,628	+58%	+$998K	0.09%	133
2025 Q4	$1.71M	Buy	14,864 +11,341	+322%	+$1.3M	0.06%	183
2025 Q3	$401K	Buy	+3,523	New	+$399K	0.01%	536
2025 Q1	–	Sell	-23,953	Closed	-$2.65M	–	709
2024 Q4	$2.65M	Buy	+23,953	New	+$2.62M	0.14%	87

Other funds holding BOXX

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

TWD

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

Wedmont Private Capital's BOXX Position: Q2 2026 in Review

Wedmont Private Capital reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 63% in Q2 2026, selling an estimated $1.73M and leaving 8,628 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #346.

Wedmont Private Capital first reported a position in BOXX in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.73M in Q1 2026. 106 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Wedmont Private Capital held 8,628 shares of Alpha Architect 1-3 Month Box ETF worth $1.01M as of Q2 2026.
Wedmont Private Capital sold 14,864 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.73M.
Alpha Architect 1-3 Month Box ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #346 holding.
Wedmont Private Capital first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 5 quarters since.
Wedmont Private Capital's Alpha Architect 1-3 Month Box ETF position peaked at $2.73M in Q1 2026.
106 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.