Alpha Architect 1-3 Month Box ETF (BATS:BOXX) Stock Position Reduced by Ethos Financial Group LLC

Ethos Financial Group LLC cut its stake in shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 2.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 326,002 shares of the company’s stock after selling 7,786 shares during the period. Alpha Architect 1-3 Month Box ETF makes up about 4.7% of Ethos Financial Group LLC’s portfolio, making the stock its 2nd largest holding. Ethos Financial Group LLC’s holdings in Alpha Architect 1-3 Month Box ETF were worth $35,952,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. GoalVest Advisory LLC lifted its stake in Alpha Architect 1-3 Month Box ETF by 373.7% in the third quarter. GoalVest Advisory LLC now owns 90,215 shares of the company’s stock valued at $9,827,000 after acquiring an additional 71,169 shares during the last quarter. Transcendent Capital Group LLC lifted its stake in Alpha Architect 1-3 Month Box ETF by 2,708.2% in the fourth quarter. Transcendent Capital Group LLC now owns 47,740 shares of the company’s stock valued at $5,265,000 after acquiring an additional 46,040 shares during the last quarter. Opus Capital Group LLC lifted its stake in Alpha Architect 1-3 Month Box ETF by 39.9% in the fourth quarter. Opus Capital Group LLC now owns 145,381 shares of the company’s stock valued at $16,033,000 after acquiring an additional 41,428 shares during the last quarter. Avondale Wealth Management lifted its stake in Alpha Architect 1-3 Month Box ETF by 379.2% in the fourth quarter. Avondale Wealth Management now owns 38,336 shares of the company’s stock valued at $4,228,000 after acquiring an additional 30,336 shares during the last quarter. Finally, Magnolia Private Wealth LLC acquired a new stake in Alpha Architect 1-3 Month Box ETF in the fourth quarter valued at approximately $2,748,000.

Alpha Architect 1-3 Month Box ETF Price Performance

BATS BOXX opened at $111.18 on Thursday. The company has a 50-day simple moving average of $110.70 and a 200 day simple moving average of $109.75. The firm has a market capitalization of $5.27 billion and a PE ratio of 28.72.

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.