Advyzon Investment Management’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Advyzon Investment Management’s Portfolio CAOS Stock Details CAOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	+3,321	New	+$301K	0.02%	612

Other funds holding CAOS

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Advyzon Investment Management's CAOS Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in Alpha Architect Tail Risk ETF (CAOS) in Q2 2026: 3,321 shares worth $300K. The stake represents 0.02% of the portfolio and ranks #612 among its holdings.

67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

Advyzon Investment Management held 3,321 shares of Alpha Architect Tail Risk ETF worth $300K as of Q2 2026.
Alpha Architect Tail Risk ETF was a new Advyzon Investment Management position in Q2 2026.
Alpha Architect Tail Risk ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #612 holding.
67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.