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
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 $525M AUM 15.94% 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 $241M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Strata Wealth Advisors's CAOS Position: Q1 2026 in Review

Strata Wealth Advisors opened a new position in Alpha Architect Tail Risk ETF (CAOS) in Q1 2026: 86,476 shares worth $7.85M. The stake represents 2.15% of the portfolio and ranks #10 among its holdings.

54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • Strata Wealth Advisors held 86,476 shares of Alpha Architect Tail Risk ETF worth $7.85M as of Q1 2026.
  • Alpha Architect Tail Risk ETF was a new Strata Wealth Advisors position in Q1 2026.
  • Alpha Architect Tail Risk ETF made up 2.15% of Strata Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.