Magnolia Private Wealth LLC Has $1 Million Position in Alpha Architect 1-3 Month Box ETF $BOXX

Magnolia Private Wealth LLC reduced its stake in shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 43.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,914 shares of the company’s stock after selling 6,761 shares during the quarter. Magnolia Private Wealth LLC’s holdings in Alpha Architect 1-3 Month Box ETF were worth $1,004,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in the stock. Atlantic Private Wealth LLC lifted its stake in Alpha Architect 1-3 Month Box ETF by 277.8% in the first quarter. Atlantic Private Wealth LLC now owns 1,224 shares of the company’s stock valued at $136,000 after acquiring an additional 900 shares during the last quarter. Valeo Financial Advisors LLC acquired a new stake in Alpha Architect 1-3 Month Box ETF in the first quarter valued at approximately $348,000. Farther Finance Advisors LLC lifted its stake in Alpha Architect 1-3 Month Box ETF by 1.3% in the first quarter. Farther Finance Advisors LLC now owns 17,004 shares of the company’s stock valued at $1,896,000 after acquiring an additional 222 shares during the last quarter. Sippican Capital Advisors lifted its stake in Alpha Architect 1-3 Month Box ETF by 32.1% in the first quarter. Sippican Capital Advisors now owns 18,683 shares of the company’s stock valued at $2,083,000 after acquiring an additional 4,537 shares during the last quarter. Finally, Janney Montgomery Scott LLC lifted its stake in Alpha Architect 1-3 Month Box ETF by 496.8% in the first quarter. Janney Montgomery Scott LLC now owns 26,515 shares of the company’s stock valued at $2,956,000 after acquiring an additional 22,072 shares during the last quarter.

Alpha Architect 1-3 Month Box ETF Stock Up 3.0%

BATS BOXX opened at $113.86 on Wednesday. The stock has a market capitalization of $6.77 billion and a PE ratio of 28.96. The company has a 50 day moving average price of $113.40 and a two-hundred day moving average price of $112.56. Alpha Architect 1-3 Month Box ETF has a 12-month low of $107.23 and a 12-month high of $112.96.

Alpha Architect 1-3 Month Box ETF Company Profile

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.