Alpha Architect 1-3 Month Box ETF $BOXX Shares Purchased by Transcendent Capital Group LLC

Transcendent Capital Group LLC boosted its holdings in shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 322.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,579 shares of the company’s stock after acquiring an additional 33,256 shares during the period. Alpha Architect 1-3 Month Box ETF accounts for approximately 2.3% of Transcendent Capital Group LLC’s investment portfolio, making the stock its 14th biggest position. Transcendent Capital Group LLC owned about 0.07% of Alpha Architect 1-3 Month Box ETF worth $5,016,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of BOXX. Hollencrest Capital Management purchased a new stake in shares of Alpha Architect 1-3 Month Box ETF in the third quarter valued at approximately $34,000. Atlantic Private Wealth LLC boosted its stake in Alpha Architect 1-3 Month Box ETF by 11.7% during the third quarter. Atlantic Private Wealth LLC now owns 1,796 shares of the company’s stock worth $204,000 after buying an additional 188 shares during the last quarter. McMill Wealth Management acquired a new position in Alpha Architect 1-3 Month Box ETF during the third quarter worth $414,000. Cornerstone Planning Group LLC grew its holdings in Alpha Architect 1-3 Month Box ETF by 766.7% in the 3rd quarter. Cornerstone Planning Group LLC now owns 4,264 shares of the company’s stock valued at $485,000 after buying an additional 3,772 shares in the last quarter. Finally, Valeo Financial Advisors LLC increased its stake in shares of Alpha Architect 1-3 Month Box ETF by 41.6% in the 2nd quarter. Valeo Financial Advisors LLC now owns 4,422 shares of the company’s stock worth $498,000 after acquiring an additional 1,300 shares during the last quarter.

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

BATS BOXX opened at $116.36 on Friday. Alpha Architect 1-3 Month Box ETF has a 52 week low of $111.73 and a 52 week high of $116.36. The business’s fifty day simple moving average is $115.97 and its 200-day simple moving average is $115.12. The firm has a market cap of $6.92 billion and a PE ratio of 28.96.

Alpha Architect 1-3 Month Box ETF 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.