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

Rockwood 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
Q1 		– Sell
-4,156
Closed -$373K – 119
2025
Q4 		$373K Buy
+4,156
New +$374K 0.03% 82

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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 $15.7B AUM 34.02% 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 $103B AUM 28.65% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return

Rockwood Wealth Management's CAOS Position: Q1 2026 in Review

Rockwood Wealth Management sold out of Alpha Architect Tail Risk ETF (CAOS) in Q1 2026, closing a stake of 4,156 shares — an estimated $373K sold.

Rockwood Wealth Management first reported a position in CAOS in Q4 2025 and held it in 1 quarter. The position peaked at $373K in Q4 2025. 54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • Rockwood Wealth Management reported no remaining Alpha Architect Tail Risk ETF position as of Q1 2026 after selling out during the quarter.
  • Rockwood Wealth Management sold 4,156 Alpha Architect Tail Risk ETF shares in Q1 2026, an estimated $373K.
  • Rockwood Wealth Management first reported a position in Alpha Architect Tail Risk ETF in Q4 2025 and held it in 1 quarter.
  • Rockwood Wealth Management's Alpha Architect Tail Risk ETF position peaked at $373K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on Rockwood Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.