L.K. Benson & Company’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

L.K. Benson & Company’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	$7.69M	Buy	85,138 +8,126	+11%	+$736K	2.32%	6
2026 Q1	$6.99M	Buy	77,012 +7,397	+11%	+$669K	2.31%	7
2025 Q4	$6.25M	Buy	69,615 +24,464	+54%	+$2.2M	3.14%	7
2025 Q3	$4.04M	Buy	45,151 +10,410	+30%	+$928K	2.18%	10
2025 Q2	$3.09M	Buy	34,741 +13,944	+67%	+$1.24M	1.9%	12
2025 Q1	$1.83M	Buy	20,797 +9,582	+85%	+$841K	1.27%	20
2024 Q4	$982K	Buy	+11,215	New	+$977K	0.69%	33

Other funds holding CAOS

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

L.K. Benson & Company's CAOS Position: Q2 2026 in Review

L.K. Benson & Company increased its Alpha Architect Tail Risk ETF (CAOS) stake by 11% in Q2 2026, buying an estimated $736K and bringing the position to 85,138 shares worth $7.69M. The position accounts for 2.32% of the portfolio, ranked #6.

L.K. Benson & Company first reported a position in CAOS in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

L.K. Benson & Company held 85,138 shares of Alpha Architect Tail Risk ETF worth $7.69M as of Q2 2026.
L.K. Benson & Company bought 8,126 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $736K.
Alpha Architect Tail Risk ETF made up 2.32% of L.K. Benson & Company's portfolio in Q2 2026, its #6 holding.
L.K. Benson & Company first reported a position in Alpha Architect Tail Risk ETF in Q4 2024 and has held it in 7 quarters since.
25 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.