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Whitaker-Myers Wealth Managers’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-2,142
Closed -$236K – 118
2024
Q4 		$236K Buy
+2,142
New +$235K 0.07% 108

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers's BOXX Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2025, closing a stake of 2,142 shares — an estimated $236K sold.

Whitaker-Myers Wealth Managers first reported a position in BOXX in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 226 funds tracked by Wall St. Rank hold BOXX as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,142 Alpha Architect 1-3 Month Box ETF shares in Q1 2025, an estimated $236K.
  • Whitaker-Myers Wealth Managers first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Alpha Architect 1-3 Month Box ETF position peaked at $236K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.