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Ethos Financial Group’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Ethos Financial Group’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 		$357K Sell
3,936
-19,764
-83% -$1.79M 0.03% 371
2025
Q4 		$2.13M Sell
23,700
-4,669
-16% -$420K 0.16% 132
2025
Q3 		$2.54M Sell
28,369
-1,229
-4% -$110K 0.2% 109
2025
Q2 		$2.63M Buy
+29,598
New +$2.63M 0.23% 102

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 $296M AUM 24.77% 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

Ethos Financial Group's CAOS Position: Q1 2026 in Review

Ethos Financial Group reduced its Alpha Architect Tail Risk ETF (CAOS) stake by 83% in Q1 2026, selling an estimated $1.79M and leaving 3,936 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #371.

Ethos Financial Group first reported a position in CAOS in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.63M in Q2 2025. 54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • Ethos Financial Group held 3,936 shares of Alpha Architect Tail Risk ETF worth $357K as of Q1 2026.
  • Ethos Financial Group sold 19,764 Alpha Architect Tail Risk ETF shares in Q1 2026, an estimated $1.79M.
  • Alpha Architect Tail Risk ETF made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #371 holding.
  • Ethos Financial Group first reported a position in Alpha Architect Tail Risk ETF in Q2 2025 and has held it in 4 quarters since.
  • Ethos Financial Group's Alpha Architect Tail Risk ETF position peaked at $2.63M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.