GoalVest Advisory LLC Increases Stock Holdings in Alpha Architect 1-3 Month Box ETF $BOXX

GoalVest Advisory LLC raised its position in Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,276 shares of the company’s stock after acquiring an additional 1,159 shares during the quarter. Alpha Architect 1-3 Month Box ETF makes up approximately 1.2% of GoalVest Advisory LLC’s portfolio, making the stock its 13th biggest position. GoalVest Advisory LLC’s holdings in Alpha Architect 1-3 Month Box ETF were worth $4,876,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Atlantic Private Wealth LLC lifted its position in shares of Alpha Architect 1-3 Month Box ETF by 277.8% during the first quarter. Atlantic Private Wealth LLC now owns 1,224 shares of the company’s stock worth $136,000 after purchasing an additional 900 shares in the last quarter. Transcendent Capital Group LLC increased its stake in Alpha Architect 1-3 Month Box ETF by 1.9% during the 1st quarter. Transcendent Capital Group LLC now owns 48,652 shares of the company’s stock worth $5,424,000 after buying an additional 912 shares during the period. Valeo Financial Advisors LLC lifted its holdings in Alpha Architect 1-3 Month Box ETF by 41.6% during the 2nd quarter. Valeo Financial Advisors LLC now owns 4,422 shares of the company’s stock worth $498,000 after buying an additional 1,300 shares in the last quarter. Kingswood Wealth Advisors LLC purchased a new position in Alpha Architect 1-3 Month Box ETF in the 2nd quarter valued at approximately $201,000. Finally, Sippican Capital Advisors boosted its position in Alpha Architect 1-3 Month Box ETF by 32.1% in the 1st quarter. Sippican Capital Advisors now owns 18,683 shares of the company’s stock valued at $2,083,000 after buying an additional 4,537 shares during the period.

Alpha Architect 1-3 Month Box ETF Trading Up 3.3%

Alpha Architect 1-3 Month Box ETF stock opened at $114.14 on Monday. The firm has a market capitalization of $6.79 billion and a P/E ratio of 28.96. Alpha Architect 1-3 Month Box ETF has a twelve month low of $107.23 and a twelve month high of $112.96. The stock’s fifty day simple moving average is $113.72 and its 200-day simple moving average is $112.89.

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.