Alpha Architect 1-3 Month Box ETF (BATS:BOXX) Stock Position Boosted by Avondale Wealth Management

Avondale Wealth Management grew its position in Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 379.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,336 shares of the company’s stock after buying an additional 30,336 shares during the period. Alpha Architect 1-3 Month Box ETF accounts for approximately 2.7% of Avondale Wealth Management’s investment portfolio, making the stock its 10th largest position. Avondale Wealth Management owned 0.16% of Alpha Architect 1-3 Month Box ETF worth $4,228,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in BOXX. Baker Boyer National Bank acquired a new position in Alpha Architect 1-3 Month Box ETF in the third quarter valued at approximately $502,000. United Advisor Group LLC lifted its holdings in shares of Alpha Architect 1-3 Month Box ETF by 3.8% in the 3rd quarter. United Advisor Group LLC now owns 5,094 shares of the company’s stock valued at $555,000 after buying an additional 187 shares during the period. Farther Finance Advisors LLC increased its holdings in Alpha Architect 1-3 Month Box ETF by 478.5% in the third quarter. Farther Finance Advisors LLC now owns 12,206 shares of the company’s stock valued at $1,330,000 after buying an additional 10,096 shares in the last quarter. Longview Financial Advisors Inc. boosted its position in shares of Alpha Architect 1-3 Month Box ETF by 52.9% in the 3rd quarter. Longview Financial Advisors Inc. now owns 13,039 shares of the company’s stock worth $1,420,000 after buying an additional 4,509 shares in the last quarter. Finally, West Michigan Advisors LLC raised its holdings in shares of Alpha Architect 1-3 Month Box ETF by 231.6% in the third quarter. West Michigan Advisors LLC now owns 13,240 shares of the company’s stock worth $1,442,000 after acquiring an additional 9,247 shares during the last quarter.

Alpha Architect 1-3 Month Box ETF Trading Up 0.0 %

BOXX traded up $0.01 during trading on Friday, hitting $110.41. The company had a trading volume of 851,283 shares. The stock has a fifty day moving average of $109.89 and a 200-day moving average of $109.00. The company has a market cap of $2.67 billion and a P/E ratio of 21.80.

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.