Ethos Financial Group LLC Has $35.95 Million Stake in Alpha Architect 1-3 Month Box ETF (BATS:BOXX)

Ethos Financial Group LLC cut its stake in shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 2.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 326,002 shares of the company’s stock after selling 7,786 shares during the quarter. Alpha Architect 1-3 Month Box ETF makes up 4.7% of Ethos Financial Group LLC’s portfolio, making the stock its 2nd largest holding. Ethos Financial Group LLC owned about 1.35% of Alpha Architect 1-3 Month Box ETF worth $35,952,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently made changes to their positions in BOXX. United Advisor Group LLC grew its holdings in shares of Alpha Architect 1-3 Month Box ETF by 3.8% during the third quarter. United Advisor Group LLC now owns 5,094 shares of the company’s stock valued at $555,000 after purchasing an additional 187 shares during the last quarter. Morse Asset Management Inc grew its holdings in Alpha Architect 1-3 Month Box ETF by 26.7% in the 3rd quarter. Morse Asset Management Inc now owns 19,000 shares of the company’s stock worth $2,070,000 after buying an additional 4,000 shares in the last quarter. Magnolia Private Wealth LLC bought a new position in Alpha Architect 1-3 Month Box ETF in the 4th quarter worth approximately $2,748,000. Aspect Partners LLC grew its holdings in Alpha Architect 1-3 Month Box ETF by 2.1% in the 4th quarter. Aspect Partners LLC now owns 36,929 shares of the company’s stock worth $4,073,000 after buying an additional 772 shares in the last quarter. Finally, Avondale Wealth Management grew its holdings in Alpha Architect 1-3 Month Box ETF by 379.2% in the 4th quarter. Avondale Wealth Management now owns 38,336 shares of the company’s stock worth $4,228,000 after buying an additional 30,336 shares in the last quarter.

Alpha Architect 1-3 Month Box ETF Price Performance

Shares of BOXX stock opened at $111.18 on Thursday. The company has a market cap of $5.27 billion and a price-to-earnings ratio of 28.72. The business has a 50-day simple moving average of $110.70 and a 200 day simple moving average of $109.75.

About Alpha Architect 1-3 Month Box ETF

The Alpha Architect 1-3 Month Box ETF (BOXX) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is actively managed. The fund seeks to provide the price and yield performance of 1-3 month US Treasury Bills, less fees and expenses, through the use of derivatives BOXX was launched on Dec 28, 2022 and is managed by Alpha Architect.