BOXX Holdings Changes

This page summarizes the BOXX holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether BOXX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing BOXX Share Count
Wealth Enhancement Advisory Services LLC	17,694	262,735	+245,041	+1384.88%
Cambridge Investment Research Advisors Inc.	48,484	215,243	+166,759	+343.95%
CWM LLC	71,951	95,464	+23,513	+32.68%
Stephens Consulting LLC	19,696	24,909	+5,213	+26.47%
13F Filers Reporting New Positions In BOXX
Commonwealth Equity Services LLC	0	3,952	+3,952	+100%
Opus Capital Group LLC	0	49,183	+49,183	+100%
Blue Bell Private Wealth Management LLC	0	300	+300	+100%
Busey Wealth Management	0	9,600	+9,600	+100%
Compass Ion Advisors LLC	0	157,790	+157,790	+100%
RFG Advisory LLC	0	5,953	+5,953	+100%
Moisand Fitzgerald Tamayo LLC	0	2,906	+2,906	+100%
Well Done LLC	0	12,065	+12,065	+100%
Simon Quick Advisors LLC	0	13,037	+13,037	+100%
SeaCrest Wealth Management LLC	0	2,600	+2,600	+100%
RHS Financial LLC	0	1,966	+1,966	+100%
Ferguson Shapiro LLC	0	281,639	+281,639	+100%
Vista Wealth Management Group LLC	0	9,420	+9,420	+100%
Apeiron RIA LLC	0	8,948	+8,948	+100%
Hummer Financial Advisory Services Inc	0	2,200	+2,200	+100%
Childress Capital Advisors LLC	0	9,500	+9,500	+100%
Strategic Financial Concepts LLC	0	3,325	+3,325	+100%
Epic Trust Investment Advisors LLC	0	4,164	+4,164	+100%
MKT Advisors LLC	0	2,357	+2,357	+100%
ETF Store Inc.	0	2,351	+2,351	+100%
Quarry Hill Advisors LLC	0	10,046	+10,046	+100%
Focus Financial Network Inc.	0	9,056	+9,056	+100%
Client First Investment Management LLC	0	88,193	+88,193	+100%
13F Filers Decreasing BOXX Share Count
Seed Wealth Management Inc.	24,910	19,470	-5,440	-21.84%
Teamwork Financial Advisors LLC	6,777	5,559	-1,218	-17.97%
Allen Capital Group LLC	9,024	8,649	-375	-4.16%

See Summary: Institutional Holders of BOXX
See Details: Top 10 Hedge Funds Holding BOXX

BOXX Holdings Changes | www.HoldingsChannel.com

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