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XY Planning Network’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

XY Planning Network’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
8,045
+706
+10% +$63.9K 0.09% 169
2026
Q1 		$665K Buy
7,339
+1,437
+24% +$130K 0.11% 163
2025
Q4 		$530K Buy
5,902
+1,676
+40% +$151K 0.09% 168
2025
Q3 		$375K Hold
4,226
– – 0.13% 125
2025
Q2 		$375K Buy
4,226
+1,412
+50% +$125K 0.13% 125
2025
Q1 		$247K Buy
+2,814
New +$247K 0.17% 93

Other funds holding CAOS

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

XY Planning Network's CAOS Position: Q2 2026 in Review

XY Planning Network increased its Alpha Architect Tail Risk ETF (CAOS) stake by 9.6% in Q2 2026, buying an estimated $63.9K and bringing the position to 8,045 shares worth $727K. The position accounts for 0.09% of the portfolio, ranked #169.

XY Planning Network first reported a position in CAOS in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

  • XY Planning Network held 8,045 shares of Alpha Architect Tail Risk ETF worth $727K as of Q2 2026.
  • XY Planning Network bought 706 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $63.9K.
  • Alpha Architect Tail Risk ETF made up 0.09% of XY Planning Network's portfolio in Q2 2026, its #169 holding.
  • XY Planning Network first reported a position in Alpha Architect Tail Risk ETF in Q1 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.