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

Capstone Financial 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 		– Sell
-11,093
Closed -$1.01M – 194
2026
Q1 		$1.01M Buy
11,093
+5,532
+99% +$500K 0.05% 62
2025
Q4 		$499K Buy
+5,561
New +$500K 0.03% 96

Other funds holding CAOS

Wealthcare Capital Management
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Insight Advisors
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Continuum Wealth Advisors
Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cultivar Capital
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
JPL Wealth Management
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Capstone Financial Advisors's CAOS Position: Q2 2026 in Review

Capstone Financial Advisors sold out of Alpha Architect Tail Risk ETF (CAOS) in Q2 2026, closing a stake of 11,093 shares — an estimated $1.01M sold.

Capstone Financial Advisors first reported a position in CAOS in Q4 2025 and held it in 2 quarters. The position peaked at $1.01M in Q1 2026. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

  • Capstone Financial Advisors reported no remaining Alpha Architect Tail Risk ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Financial Advisors sold 11,093 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $1.01M.
  • Capstone Financial Advisors first reported a position in Alpha Architect Tail Risk ETF in Q4 2025 and held it in 2 quarters.
  • Capstone Financial Advisors's Alpha Architect Tail Risk ETF position peaked at $1.01M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

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