Avondale Wealth Management Increases Stock Holdings in Alpha Architect 1-3 Month Box ETF (BATS:BOXX)

Avondale Wealth Management lifted its holdings in shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 379.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 38,336 shares of the company’s stock after acquiring an additional 30,336 shares during the period. Alpha Architect 1-3 Month Box ETF makes up about 2.7% of Avondale Wealth Management’s investment portfolio, making the stock its 10th biggest position. Avondale Wealth Management’s holdings in Alpha Architect 1-3 Month Box ETF were worth $4,228,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of BOXX. Morse Asset Management Inc raised its position in shares of Alpha Architect 1-3 Month Box ETF by 26.7% in the 3rd quarter. Morse Asset Management Inc now owns 19,000 shares of the company’s stock valued at $2,070,000 after acquiring an additional 4,000 shares during the period. West Michigan Advisors LLC raised its holdings in shares of Alpha Architect 1-3 Month Box ETF by 231.6% in the third quarter. West Michigan Advisors LLC now owns 13,240 shares of the company’s stock valued at $1,442,000 after purchasing an additional 9,247 shares during the last quarter. Sippican Capital Advisors bought a new stake in Alpha Architect 1-3 Month Box ETF during the 3rd quarter worth about $3,770,000. Longview Financial Advisors Inc. boosted its position in Alpha Architect 1-3 Month Box ETF by 52.9% during the third quarter. Longview Financial Advisors Inc. now owns 13,039 shares of the company’s stock valued at $1,420,000 after purchasing an additional 4,509 shares during the last quarter. Finally, Sunbelt Securities Inc. acquired a new stake in shares of Alpha Architect 1-3 Month Box ETF in the 2nd quarter valued at approximately $5,067,000.

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

Shares of BATS BOXX traded up $0.01 during midday trading on Friday, hitting $110.41. 851,283 shares of the company’s stock were exchanged. The company has a market capitalization of $2.67 billion and a price-to-earnings ratio of 21.80. The business has a 50 day moving average of $109.89 and a 200 day moving average of $109.00.

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.