L.K. Benson & Company P.C. Has $6.25 Million Holdings in Alpha Architect Tail Risk ETF $CAOS

L.K. Benson & Company P.C. raised its stake in shares of Alpha Architect Tail Risk ETF (BATS:CAOS) by 54.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 69,615 shares of the company’s stock after buying an additional 24,464 shares during the quarter. Alpha Architect Tail Risk ETF comprises 3.1% of L.K. Benson & Company P.C.’s portfolio, making the stock its 7th largest holding. L.K. Benson & Company P.C. owned approximately 1.50% of Alpha Architect Tail Risk ETF worth $6,250,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Centaurus Financial Inc. boosted its position in shares of Alpha Architect Tail Risk ETF by 182.5% in the third quarter. Centaurus Financial Inc. now owns 11,742 shares of the company’s stock valued at $1,051,000 after acquiring an additional 7,585 shares during the period. Maridea Wealth Management LLC purchased a new position in Alpha Architect Tail Risk ETF during the fourth quarter valued at approximately $6,118,000. Wealthcare Advisory Partners LLC increased its holdings in Alpha Architect Tail Risk ETF by 11.8% during the 3rd quarter. Wealthcare Advisory Partners LLC now owns 184,505 shares of the company’s stock worth $16,519,000 after acquiring an additional 19,515 shares during the period. Wealthcare Capital Management LLC increased its holdings in Alpha Architect Tail Risk ETF by 5.1% during the 4th quarter. Wealthcare Capital Management LLC now owns 996,874 shares of the company’s stock worth $89,496,000 after acquiring an additional 48,298 shares during the period. Finally, Hill Island Financial LLC purchased a new stake in Alpha Architect Tail Risk ETF in the 3rd quarter worth approximately $10,445,000.

Alpha Architect Tail Risk ETF Price Performance

Shares of BATS:CAOS opened at $90.59 on Tuesday. The firm has a fifty day moving average price of $90.61 and a two-hundred day moving average price of $90.29. The company has a market cap of $421.24 million, a price-to-earnings ratio of 25.21 and a beta of 0.10. Alpha Architect Tail Risk ETF has a one year low of $88.29 and a one year high of $90.97.

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.