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BFC Planning, Inc.’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

BFC Planning, Inc.’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 		– Sell
-3,077
Closed -$276K – 3070
2025
Q4 		$276K Buy
3,077
+265
+9% +$23.8K 0.01% 747
2025
Q3 		$252K Sell
2,812
-726
-21% -$64.7K 0.02% 590
2025
Q2 		$314K Buy
3,538
+2,627
+288% +$233K 0.02% 476
2025
Q1 		$80.1K Buy
+911
New +$80K 0.01% 943

Other funds holding CAOS

Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 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
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
JPL Wealth Management
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return

BFC Planning, Inc.'s CAOS Position: Q1 2026 in Review

BFC Planning, Inc. sold out of Alpha Architect Tail Risk ETF (CAOS) in Q1 2026, closing a stake of 3,077 shares — an estimated $276K sold.

BFC Planning, Inc. first reported a position in CAOS in Q1 2025 and held it in 4 quarters. The position peaked at $314K in Q2 2025. 54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • BFC Planning, Inc. reported no remaining Alpha Architect Tail Risk ETF position as of Q1 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 3,077 Alpha Architect Tail Risk ETF shares in Q1 2026, an estimated $276K.
  • BFC Planning, Inc. first reported a position in Alpha Architect Tail Risk ETF in Q1 2025 and held it in 4 quarters.
  • BFC Planning, Inc.'s Alpha Architect Tail Risk ETF position peaked at $314K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.