Dynamic Advisor Solutions’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Dynamic Advisor 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
2026 Q3	$611K	Sell	6,748 -2,219	-25%	-$201K	0.02%	598
2026 Q2	$810K	Buy	8,967 +931	+12%	+$84.3K	0.02%	537
2026 Q1	$729K	Buy	8,036 +304	+4%	+$27.5K	0.02%	539
2025 Q4	$694K	Sell	7,732 -2,522	-25%	-$227K	0.02%	545
2025 Q3	$918K	Buy	+10,254	New	+$914K	0.03%	487

Other funds holding CAOS

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Dynamic Advisor Solutions's CAOS Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Alpha Architect Tail Risk ETF (CAOS) stake by 25% in Q3 2026, selling an estimated $201K and leaving 6,748 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #598.

Dynamic Advisor Solutions first reported a position in CAOS in Q3 2025 and has held it in 5 quarters since. The position peaked at $918K in Q3 2025. 29 funds tracked by Wall St. Rank hold CAOS as of Q3 2026.

Dynamic Advisor Solutions held 6,748 shares of Alpha Architect Tail Risk ETF worth $611K as of Q3 2026.
Dynamic Advisor Solutions sold 2,219 Alpha Architect Tail Risk ETF shares in Q3 2026, an estimated $201K.
Alpha Architect Tail Risk ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #598 holding.
Dynamic Advisor Solutions first reported a position in Alpha Architect Tail Risk ETF in Q3 2025 and has held it in 5 quarters since.
Dynamic Advisor Solutions's Alpha Architect Tail Risk ETF position peaked at $918K in Q3 2025.
29 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.