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 Q3	$730K	Buy	8,063 +18	+0.2%	+$1.63K	0.08%	196
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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

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

XY Planning Network's CAOS Position: Q3 2026 in Review

XY Planning Network increased its Alpha Architect Tail Risk ETF (CAOS) stake by 0.22% in Q3 2026, buying an estimated $1.63K and bringing the position to 8,063 shares worth $730K. The position accounts for 0.08% of the portfolio, ranked #196.

XY Planning Network first reported a position in CAOS in Q1 2025 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold CAOS as of Q3 2026.

XY Planning Network held 8,063 shares of Alpha Architect Tail Risk ETF worth $730K as of Q3 2026.
XY Planning Network bought 18 Alpha Architect Tail Risk ETF shares in Q3 2026, an estimated $1.63K.
Alpha Architect Tail Risk ETF made up 0.08% of XY Planning Network's portfolio in Q3 2026, its #196 holding.
XY Planning Network first reported a position in Alpha Architect Tail Risk ETF in Q1 2025 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.