AWM
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AE Wealth Management’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

AE Wealth 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 		$633 Buy
+7
New +$634 ﹤0.01% 2612

Other funds holding CAOS

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
CWA
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
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

AE Wealth Management's CAOS Position: Q2 2026 in Review

AE Wealth Management opened a new position in Alpha Architect Tail Risk ETF (CAOS) in Q2 2026: 7 shares worth $633. The stake represents ﹤0.01% of the portfolio and ranks #2612 among its holdings.

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

  • AE Wealth Management held 7 shares of Alpha Architect Tail Risk ETF worth $633 as of Q2 2026.
  • Alpha Architect Tail Risk ETF was a new AE Wealth Management position in Q2 2026.
  • Alpha Architect Tail Risk ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2612 holding.
  • 67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.