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

NewEdge 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 		$727K Buy
8,042
+2,246
+39% +$203K ﹤0.01% 1880
2026
Q1 		$526K Buy
+5,796
New +$524K ﹤0.01% 1953

Other funds holding CAOS

WCM
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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
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
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

NewEdge Advisors's CAOS Position: Q2 2026 in Review

NewEdge Advisors increased its Alpha Architect Tail Risk ETF (CAOS) stake by 39% in Q2 2026, buying an estimated $203K and bringing the position to 8,042 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

NewEdge Advisors first reported a position in CAOS in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

  • NewEdge Advisors held 8,042 shares of Alpha Architect Tail Risk ETF worth $727K as of Q2 2026.
  • NewEdge Advisors bought 2,246 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $203K.
  • Alpha Architect Tail Risk ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1880 holding.
  • NewEdge Advisors first reported a position in Alpha Architect Tail Risk ETF in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.