IHT Wealth Management
CAOS icon

IHT Wealth Management’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

IHT Wealth Management’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 		$1.14M Sell
12,575
-694
-5% -$62.8K 0.02% 556
2026
Q1 		$1.2M Sell
13,269
-20,863
-61% -$1.89M 0.03% 516
2025
Q4 		$3.07M Buy
+34,132
New +$3.07M 0.07% 263

Other funds holding CAOS

Wealthcare Capital Management
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
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
CWA
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
CC
Cultivar Capital Denton, Texas $160M AUM 6.9% 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 $481M AUM 18.93% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

IHT Wealth Management's CAOS Position: Q2 2026 in Review

IHT Wealth Management reduced its Alpha Architect Tail Risk ETF (CAOS) stake by 5.2% in Q2 2026, selling an estimated $62.8K and leaving 12,575 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #556.

IHT Wealth Management first reported a position in CAOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.07M in Q4 2025. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

  • IHT Wealth Management held 12,575 shares of Alpha Architect Tail Risk ETF worth $1.14M as of Q2 2026.
  • IHT Wealth Management sold 694 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $62.8K.
  • Alpha Architect Tail Risk ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #556 holding.
  • IHT Wealth Management first reported a position in Alpha Architect Tail Risk ETF in Q4 2025 and has held it in 3 quarters since.
  • IHT Wealth Management's Alpha Architect Tail Risk ETF position peaked at $3.07M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.