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Wells Financial Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Wells Financial Advisors’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
2025
Q3 		– Sell
-33
Closed -$3.72K – 72
2025
Q2 		$3.72K Hold
33
– – 0.01% 74
2025
Q1 		$3.68K Hold
33
– – 0.01% 75
2024
Q4 		$3.64K Hold
33
– – 0.01% 77
2024
Q3 		$3.6K Hold
33
– – ﹤0.01% 96
2024
Q2 		$3.56K Hold
33
– – ﹤0.01% 81
2024
Q1 		$3.51K Buy
+33
New +$3.49K ﹤0.01% 67

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Financial Advisors's BOXX Position: Q3 2025 in Review

Wells Financial Advisors sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2025, closing a stake of 33 shares — an estimated $3.72K sold.

Wells Financial Advisors first reported a position in BOXX in Q1 2024 and held it in 6 quarters. The position peaked at $3.72K in Q2 2025. 264 funds tracked by Wall St. Rank hold BOXX as of Q3 2025.

  • Wells Financial Advisors reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2025 after selling out during the quarter.
  • Wells Financial Advisors sold 33 Alpha Architect 1-3 Month Box ETF shares in Q3 2025, an estimated $3.72K.
  • Wells Financial Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 6 quarters.
  • Wells Financial Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $3.72K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2025.

Based on Wells Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.