Partners Wealth Management LLC Makes New $737,000 Investment in Alpha Architect Tail Risk ETF $CAOS

Partners Wealth Management LLC acquired a new stake in Alpha Architect Tail Risk ETF (BATS:CAOS) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 8,140 shares of the company’s stock, valued at approximately $737,000. Partners Wealth Management LLC owned 0.18% of Alpha Architect Tail Risk ETF as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Envestnet Asset Management Inc. boosted its holdings in shares of Alpha Architect Tail Risk ETF by 21,951.3% in the second quarter. Envestnet Asset Management Inc. now owns 1,152,402 shares of the company’s stock valued at $104,131,000 after acquiring an additional 1,147,176 shares in the last quarter. Wealthcare Capital Management LLC raised its holdings in Alpha Architect Tail Risk ETF by 2.0% during the second quarter. Wealthcare Capital Management LLC now owns 1,041,170 shares of the company’s stock worth $94,080,000 after purchasing an additional 20,471 shares in the last quarter. Continuum Wealth Advisors LLC lifted its position in Alpha Architect Tail Risk ETF by 61.8% in the first quarter. Continuum Wealth Advisors LLC now owns 573,108 shares of the company’s stock valued at $52,015,000 after purchasing an additional 218,949 shares during the period. Cultivar Capital Inc. lifted its position in Alpha Architect Tail Risk ETF by 11.3% in the third quarter. Cultivar Capital Inc. now owns 247,494 shares of the company’s stock valued at $22,411,000 after purchasing an additional 25,147 shares during the period. Finally, Allworth Financial LP purchased a new stake in Alpha Architect Tail Risk ETF in the 2nd quarter valued at approximately $20,202,000.

Alpha Architect Tail Risk ETF Trading Up 0.2%

Shares of CAOS opened at $91.52 on Friday. The stock’s 50 day moving average is $90.78 and its two-hundred day moving average is $90.56. Alpha Architect Tail Risk ETF has a twelve month low of $89.71 and a twelve month high of $91.67. The firm has a market capitalization of $425.57 million, a PE ratio of 25.21 and a beta of 0.10.

Alpha Architect Tail Risk ETF Company Profile

The Alpha Architect Tail Risk ETF (CAOS) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund combines an options overlay strategy and protective options on the S&P 500 index with managing the funds fixed income collateral. The fund seeks income and capital appreciation. CAOS was launched on Mar 6, 2023 and is managed by Alpha Architect.