XY Planning Network
BOXX icon

XY Planning Network’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

XY Planning Network’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 		– Sell
-20,258
Closed -$2.37M – 382
2026
Q2 		$2.37M Buy
20,258
+113
+0.6% +$13.2K 0.3% 79
2026
Q1 		$2.34M Buy
20,145
+17,332
+616% +$2M 0.37% 63
2025
Q4 		$324K Buy
2,813
+557
+25% +$63.7K 0.06% 206
2025
Q3 		$254K Hold
2,256
– – 0.09% 156
2025
Q2 		$254K Buy
+2,256
New +$253K 0.09% 156

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Elevatus Welath Management
Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

XY Planning Network's BOXX Position: Q3 2026 in Review

XY Planning Network sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026, closing a stake of 20,258 shares — an estimated $2.37M sold.

XY Planning Network first reported a position in BOXX in Q2 2025 and held it in 5 quarters. The position peaked at $2.37M in Q2 2026. 130 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • XY Planning Network reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2026 after selling out during the quarter.
  • XY Planning Network sold 20,258 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $2.37M.
  • XY Planning Network first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and held it in 5 quarters.
  • XY Planning Network's Alpha Architect 1-3 Month Box ETF position peaked at $2.37M in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.