SWA
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Strata Wealth Advisors’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Strata Wealth 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 		$8.52M Buy
94,341
+7,865
+9% +$712K 2.08% 11
2026
Q1 		$7.85M Buy
+86,476
New +$7.82M 2.15% 10

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

Strata Wealth Advisors's CAOS Position: Q2 2026 in Review

Strata Wealth Advisors increased its Alpha Architect Tail Risk ETF (CAOS) stake by 9.1% in Q2 2026, buying an estimated $712K and bringing the position to 94,341 shares worth $8.52M. The position accounts for 2.08% of the portfolio, ranked #11.

Strata Wealth 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.

  • Strata Wealth Advisors held 94,341 shares of Alpha Architect Tail Risk ETF worth $8.52M as of Q2 2026.
  • Strata Wealth Advisors bought 7,865 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $712K.
  • Alpha Architect Tail Risk ETF made up 2.08% of Strata Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Strata Wealth 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 Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.