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BOXX
Showing 8 of 11 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in EA SERIES TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.4M shares of BOXX (EA SERIES TRUST), worth $163.5M as of 2026-Q1. The position was decreased (-41.8% shares). BOXX represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$163.5M

Current Shares

1.4M

Total Value Change

+$103.7M

Total Shares Change

+852,030

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.4M
-41.8%
$163.5M0.3%$115.87
0
2025-Q4
Increased
2.4M
+37.0%
$278.5M0.4%$115.04
48
2025-Q3
Increased
1.8M
+5.1%
$201M0.3%$113.82
38
2025-Q2
Increased
1.7M
+4.1%
$189.3M0.3%$112.65
38
2025-Q1
Increased
1.6M
+11.9%
$179.9M0.3%$111.46
41
2024-Q4
Increased
1.4M
+37.7%
$159.1M0.3%$110.21
48
2024-Q3
Increased
1M
+89.0%
$114.1M0.2%$108.89
56
2024-Q2
Increased
554,187
+110.9%
$59.7M0.1%$107.53
57

Other major holders of BOXX: Empowered Funds, LLC, RENAISSANCE TECHNOLOGIES LLC

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