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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
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

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return

Capstone Financial Advisors's CAOS Position: Q1 2026 in Review

Capstone Financial Advisors increased its Alpha Architect Tail Risk ETF (CAOS) stake by 99% in Q1 2026, buying an estimated $500K and bringing the position to 11,093 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #62.

Capstone Financial Advisors first reported a position in CAOS in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • Capstone Financial Advisors held 11,093 shares of Alpha Architect Tail Risk ETF worth $1.01M as of Q1 2026.
  • Capstone Financial Advisors bought 5,532 Alpha Architect Tail Risk ETF shares in Q1 2026, an estimated $500K.
  • Alpha Architect Tail Risk ETF made up 0.05% of Capstone Financial Advisors's portfolio in Q1 2026, its #62 holding.
  • Capstone Financial Advisors first reported a position in Alpha Architect Tail Risk ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.