Avondale Wealth Management Raises Stake in Alpha Architect 1-3 Month Box ETF (BATS:BOXX)

Avondale Wealth Management increased its position in Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 60.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,000 shares of the company’s stock after buying an additional 3,000 shares during the period. Alpha Architect 1-3 Month Box ETF accounts for about 0.6% of Avondale Wealth Management’s investment portfolio, making the stock its 23rd biggest position. Avondale Wealth Management’s holdings in Alpha Architect 1-3 Month Box ETF were worth $871,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of BOXX. Oak Family Advisors LLC bought a new stake in shares of Alpha Architect 1-3 Month Box ETF in the second quarter valued at about $226,000. Farther Finance Advisors LLC purchased a new stake in shares of Alpha Architect 1-3 Month Box ETF during the 2nd quarter worth $228,000. Janney Montgomery Scott LLC bought a new stake in Alpha Architect 1-3 Month Box ETF during the first quarter valued at about $331,000. Magnolia Capital Advisors LLC bought a new position in Alpha Architect 1-3 Month Box ETF in the first quarter worth about $507,000. Finally, Transcendent Capital Group LLC bought a new stake in shares of Alpha Architect 1-3 Month Box ETF in the 2nd quarter valued at about $710,000.

Alpha Architect 1-3 Month Box ETF Price Performance

Shares of BATS:BOXX traded up $0.05 during midday trading on Friday, reaching $109.13. The company’s stock had a trading volume of 704,879 shares. The firm has a market capitalization of $2.64 billion and a price-to-earnings ratio of 21.80. The firm has a fifty day moving average price of $108.61 and a two-hundred day moving average price of $107.79.

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.