Ancora Advisors’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Ancora Advisors’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	$81.8K	Buy	905 +625	+223%	+$56.6K	﹤0.01%	948
2026 Q1	$25.4K	Buy	+280	New	+$25.3K	﹤0.01%	1432
2025 Q4	–	Sell	-58	Closed	-$5.19K	–	2443
2025 Q3	$5.19K	Sell	58 -4,112	-99%	-$367K	﹤0.01%	1495
2025 Q2	$370K	Sell	4,170 -720	-15%	-$64K	0.01%	598
2025 Q1	$430K	Sell	4,890 -1,494	-23%	-$131K	0.01%	558
2024 Q4	$559K	Buy	6,384 +1,693	+36%	+$147K	0.01%	495
2024 Q3	$406K	Buy	4,691 +2,835	+153%	+$243K	0.01%	550
2024 Q2	$158K	Buy	+1,856	New	+$156K	﹤0.01%	719

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

CWA

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

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

Cultivar Capital Denton, Texas $160M AUM 6.9% 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

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

Ancora Advisors's CAOS Position: Q2 2026 in Review

Ancora Advisors increased its Alpha Architect Tail Risk ETF (CAOS) stake by 223% in Q2 2026, buying an estimated $56.6K and bringing the position to 905 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Ancora Advisors first reported a position in CAOS in Q2 2024 and has held it in 8 quarters since. The position peaked at $559K in Q4 2024. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

Ancora Advisors held 905 shares of Alpha Architect Tail Risk ETF worth $81.8K as of Q2 2026.
Ancora Advisors bought 625 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $56.6K.
Alpha Architect Tail Risk ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #948 holding.
Ancora Advisors first reported a position in Alpha Architect Tail Risk ETF in Q2 2024 and has held it in 8 quarters since.
Ancora Advisors's Alpha Architect Tail Risk ETF position peaked at $559K in Q4 2024.
67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.