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

IronOak Wealth’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
2024
Q4 		$1.85M Buy
+21,171
New +$1.84M 2.08% 19

Other funds holding CAOS

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return

IronOak Wealth's CAOS Position: Q4 2024 in Review

IronOak Wealth opened a new position in Alpha Architect Tail Risk ETF (CAOS) in Q4 2024: 21,171 shares worth $1.85M. The stake represents 2.08% of the portfolio and ranks #19 among its holdings.

22 funds tracked by Wall St. Rank hold CAOS as of Q4 2024.

  • IronOak Wealth held 21,171 shares of Alpha Architect Tail Risk ETF worth $1.85M as of Q4 2024.
  • Alpha Architect Tail Risk ETF was a new IronOak Wealth position in Q4 2024.
  • Alpha Architect Tail Risk ETF made up 2.08% of IronOak Wealth's portfolio in Q4 2024, its #19 holding.
  • 22 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.