HighTower Advisors’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

HighTower 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 Q2	$20.5M	Buy	226,920 +5,419	+2%	+$491K	0.02%	640
2026 Q1	$20.1M	Sell	221,501 -6,325	-3%	-$572K	0.02%	613
2025 Q4	$20.5M	Buy	227,826 +33,863	+17%	+$3.05M	0.02%	596
2025 Q3	$17.4M	Sell	193,963 -30,604	-14%	-$2.73M	0.02%	644
2025 Q2	$20M	Buy	224,567 +188,610	+525%	+$16.8M	0.03%	562
2025 Q1	$3.16M	Buy	+35,957	New	+$3.16M	﹤0.01%	1272

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return

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

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

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

JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return

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

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

HighTower Advisors's CAOS Position: Q2 2026 in Review

HighTower Advisors increased its Alpha Architect Tail Risk ETF (CAOS) stake by 2.4% in Q2 2026, buying an estimated $491K and bringing the position to 226,920 shares worth $20.5M. The position accounts for 0.02% of the portfolio, ranked #640.

HighTower Advisors first reported a position in CAOS in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

HighTower Advisors held 226,920 shares of Alpha Architect Tail Risk ETF worth $20.5M as of Q2 2026.
HighTower Advisors bought 5,419 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $491K.
Alpha Architect Tail Risk ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #640 holding.
HighTower Advisors first reported a position in Alpha Architect Tail Risk ETF in Q1 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.