Transcendent Capital Group LLC Has $5.27 Million Stake in Alpha Architect 1-3 Month Box ETF (BATS:BOXX)

Transcendent Capital Group LLC lifted its stake in shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 2,708.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 47,740 shares of the company’s stock after purchasing an additional 46,040 shares during the quarter. Alpha Architect 1-3 Month Box ETF comprises about 2.7% of Transcendent Capital Group LLC’s investment portfolio, making the stock its 9th largest holding. Transcendent Capital Group LLC owned 0.20% of Alpha Architect 1-3 Month Box ETF worth $5,265,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Aspect Partners LLC lifted its holdings in shares of Alpha Architect 1-3 Month Box ETF by 2.1% during the fourth quarter. Aspect Partners LLC now owns 36,929 shares of the company’s stock valued at $4,073,000 after purchasing an additional 772 shares during the last quarter. Opus Capital Group LLC raised its holdings in Alpha Architect 1-3 Month Box ETF by 39.9% during the 4th quarter. Opus Capital Group LLC now owns 145,381 shares of the company’s stock worth $16,033,000 after buying an additional 41,428 shares during the period. Avondale Wealth Management lifted its stake in Alpha Architect 1-3 Month Box ETF by 379.2% during the fourth quarter. Avondale Wealth Management now owns 38,336 shares of the company’s stock valued at $4,228,000 after buying an additional 30,336 shares in the last quarter. Morse Asset Management Inc boosted its holdings in shares of Alpha Architect 1-3 Month Box ETF by 26.7% in the third quarter. Morse Asset Management Inc now owns 19,000 shares of the company’s stock worth $2,070,000 after buying an additional 4,000 shares during the period. Finally, Captrust Financial Advisors boosted its holdings in shares of Alpha Architect 1-3 Month Box ETF by 5.3% in the third quarter. Captrust Financial Advisors now owns 63,747 shares of the company’s stock worth $6,944,000 after buying an additional 3,189 shares during the period.

Alpha Architect 1-3 Month Box ETF Stock Performance

Shares of BATS:BOXX opened at $111.04 on Tuesday. The firm has a market cap of $2.68 billion and a P/E ratio of 21.80. The firm’s 50-day moving average price is $110.55 and its two-hundred day moving average price is $109.62.

Alpha Architect 1-3 Month Box ETF 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.