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BOXXBOXX
Showing 9 of 13 quarters

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

Yes. Wealth Enhancement Advisory Services holds 1,140,917 shares of BOXX, worth $135.2M, as of its Q3 2026 13F filing. It reduced the position by 242,695 shares (-17.5%) from Q2 2026. Wealth Enhancement Advisory Services has held BOXX since Q3 2023, across 13 quarterly 13F filings. BOXX is 0.2% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$135.2M

Current Shares

1.1M

Total Value Change

+$21.1M

Total Shares Change

+93,275

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
1.1M
-17.5%
$135.2M0.2%$118.39
0
2026-Q2
Decreased
1.4M
-1.6%
$162.4M0.3%$117.09
0
2026-Q1
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

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

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