Ken Fisher
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Ken Fisher’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Ken Fisher’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
Q3 		– Sell
-4,322
Closed -$367K – 932
2024
Q2 		$367K Buy
+4,322
New +$364K ﹤0.01% 840

Other funds holding CAOS

IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 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 $185M AUM 14.05% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Ken Fisher's CAOS Position: Q3 2024 in Review

Ken Fisher sold out of Alpha Architect Tail Risk ETF (CAOS) in Q3 2024, closing a stake of 4,322 shares — an estimated $367K sold.

Ken Fisher first reported a position in CAOS in Q2 2024 and held it in 1 quarter. The position peaked at $367K in Q2 2024. 14 funds tracked by Wall St. Rank hold CAOS as of Q3 2024.

  • Ken Fisher reported no remaining Alpha Architect Tail Risk ETF position as of Q3 2024 after selling out during the quarter.
  • Ken Fisher sold 4,322 Alpha Architect Tail Risk ETF shares in Q3 2024, an estimated $367K.
  • Ken Fisher first reported a position in Alpha Architect Tail Risk ETF in Q2 2024 and held it in 1 quarter.
  • Ken Fisher's Alpha Architect Tail Risk ETF position peaked at $367K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.