Wealthcare Advisory Partners’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Wealthcare Advisory Partners’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 Q3	$22.5M	Buy	248,440 +40,860	+20%	+$3.7M	0.38%	50
2026 Q2	$18.8M	Buy	207,580 +20,739	+11%	+$1.88M	0.36%	57
2026 Q1	$17M	Sell	186,841 -11,099	-6%	-$1M	0.33%	64
2025 Q4	$17.8M	Buy	197,940 +13,435	+7%	+$1.21M	0.35%	55
2025 Q3	$16.5M	Buy	184,505 +19,515	+12%	+$1.74M	0.34%	55
2025 Q2	$14.7M	Buy	164,990 +112,488	+214%	+$10M	0.33%	62
2025 Q1	$4.62M	Buy	52,502 +2,764	+6%	+$243K	0.12%	150
2024 Q4	$4.35M	Buy	49,738 +21,740	+78%	+$1.89M	0.12%	150
2024 Q3	$2.42M	Buy	+27,998	New	+$2.4M	0.07%	237

Other funds holding CAOS

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Wealthcare Advisory Partners's CAOS Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Alpha Architect Tail Risk ETF (CAOS) stake by 20% in Q3 2026, buying an estimated $3.7M and bringing the position to 248,440 shares worth $22.5M. The position accounts for 0.38% of the portfolio, ranked #50.

Wealthcare Advisory Partners first reported a position in CAOS in Q3 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold CAOS as of Q3 2026.

Wealthcare Advisory Partners held 248,440 shares of Alpha Architect Tail Risk ETF worth $22.5M as of Q3 2026.
Wealthcare Advisory Partners bought 40,860 Alpha Architect Tail Risk ETF shares in Q3 2026, an estimated $3.7M.
Alpha Architect Tail Risk ETF made up 0.38% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #50 holding.
Wealthcare Advisory Partners first reported a position in Alpha Architect Tail Risk ETF in Q3 2024 and has held it in 9 quarters since.
29 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.