AWS
CAOS icon

Atria Wealth Solutions’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-2,502
Closed -$219K – 1894
2024
Q4 		$219K Buy
+2,502
New +$218K ﹤0.01% 1771

Other funds holding CAOS

IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Wealth Solutions's CAOS Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Alpha Architect Tail Risk ETF (CAOS) in Q1 2025, closing a stake of 2,502 shares — an estimated $219K sold.

Atria Wealth Solutions first reported a position in CAOS in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 29 funds tracked by Wall St. Rank hold CAOS as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Alpha Architect Tail Risk ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,502 Alpha Architect Tail Risk ETF shares in Q1 2025, an estimated $219K.
  • Atria Wealth Solutions first reported a position in Alpha Architect Tail Risk ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Alpha Architect Tail Risk ETF position peaked at $219K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.