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Financial Services Advisory’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Financial Services Advisory’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
-90
Closed -$8.17K – 70
2026
Q1 		$8.17K Buy
+90
New +$8.13K ﹤0.01% 58

Other funds holding CAOS

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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 $104B AUM 28.3% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Financial Services Advisory's CAOS Position: Q2 2026 in Review

Financial Services Advisory sold out of Alpha Architect Tail Risk ETF (CAOS) in Q2 2026, closing a stake of 90 shares — an estimated $8.17K sold.

Financial Services Advisory first reported a position in CAOS in Q1 2026 and held it in 1 quarter. The position peaked at $8.17K in Q1 2026. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

  • Financial Services Advisory reported no remaining Alpha Architect Tail Risk ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Services Advisory sold 90 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $8.17K.
  • Financial Services Advisory first reported a position in Alpha Architect Tail Risk ETF in Q1 2026 and held it in 1 quarter.
  • Financial Services Advisory's Alpha Architect Tail Risk ETF position peaked at $8.17K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.