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Westside Investment Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Westside Investment Management’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 		$164K Hold
1,400
– – 0.02% 341
2026
Q1 		$163K Buy
1,400
+500
+56% +$57.8K 0.02% 322
2025
Q4 		$104K Hold
900
– – 0.02% 391
2025
Q3 		$102K Sell
900
-100
-10% -$11.3K 0.02% 396
2025
Q2 		$113K Sell
1,000
-200
-17% -$22.4K 0.02% 329
2025
Q1 		$134K Buy
1,200
+100
+9% +$11.1K 0.03% 278
2024
Q4 		$121K Hold
1,100
– – 0.03% 283
2024
Q3 		$119K Buy
+1,100
New +$119K 0.03% 295

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Westside Investment Management's BOXX Position: Q2 2026 in Review

Westside Investment Management held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 1,400 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #341.

Westside Investment Management first reported a position in BOXX in Q3 2024 and has held it in 8 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Westside Investment Management held 1,400 shares of Alpha Architect 1-3 Month Box ETF worth $164K as of Q2 2026.
  • Westside Investment Management left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #341 holding.
  • Westside Investment Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 8 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.