Longview Financial Advisors Inc. Boosts Stake in Alpha Architect 1-3 Month Box ETF $BOXX

Longview Financial Advisors Inc. boosted its holdings in Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 8.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 74,751 shares of the company’s stock after acquiring an additional 5,892 shares during the quarter. Alpha Architect 1-3 Month Box ETF accounts for about 5.8% of Longview Financial Advisors Inc.’s investment portfolio, making the stock its 8th biggest position. Longview Financial Advisors Inc.’s holdings in Alpha Architect 1-3 Month Box ETF were worth $8,604,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in BOXX. Hollencrest Capital Management bought a new stake in Alpha Architect 1-3 Month Box ETF in the third quarter valued at about $34,000. Atlantic Private Wealth LLC increased its stake in Alpha Architect 1-3 Month Box ETF by 11.7% in the third quarter. Atlantic Private Wealth LLC now owns 1,796 shares of the company’s stock valued at $204,000 after acquiring an additional 188 shares during the period. McMill Wealth Management bought a new stake in Alpha Architect 1-3 Month Box ETF during the third quarter worth about $414,000. Cornerstone Planning Group LLC grew its stake in Alpha Architect 1-3 Month Box ETF by 766.7% during the third quarter. Cornerstone Planning Group LLC now owns 4,264 shares of the company’s stock worth $485,000 after buying an additional 3,772 shares during the last quarter. Finally, Kingswood Wealth Advisors LLC grew its stake in Alpha Architect 1-3 Month Box ETF by 162.3% during the third quarter. Kingswood Wealth Advisors LLC now owns 4,674 shares of the company’s stock worth $532,000 after buying an additional 2,892 shares during the last quarter.

Alpha Architect 1-3 Month Box ETF Stock Performance

Shares of Alpha Architect 1-3 Month Box ETF stock opened at $116.57 on Monday. The stock has a market capitalization of $6.93 billion and a price-to-earnings ratio of 28.96. Alpha Architect 1-3 Month Box ETF has a 1-year low of $111.92 and a 1-year high of $116.58. The firm’s 50-day moving average price is $116.13 and its two-hundred day moving average price is $115.31.

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.