Cultivar Capital Inc. Increases Stake in Alpha Architect Tail Risk ETF $CAOS

Cultivar Capital Inc. boosted its holdings in Alpha Architect Tail Risk ETF (BATS:CAOS) by 10.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 222,347 shares of the company’s stock after purchasing an additional 20,174 shares during the quarter. Alpha Architect Tail Risk ETF makes up about 12.9% of Cultivar Capital Inc.’s investment portfolio, making the stock its 3rd largest holding. Cultivar Capital Inc.’s holdings in Alpha Architect Tail Risk ETF were worth $20,091,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Redwood Family Wealth LLC acquired a new stake in shares of Alpha Architect Tail Risk ETF during the fourth quarter worth $207,000. Envestnet Asset Management Inc. acquired a new position in shares of Alpha Architect Tail Risk ETF in the 3rd quarter valued at about $249,000. LPL Financial LLC bought a new stake in shares of Alpha Architect Tail Risk ETF during the 4th quarter valued at about $322,000. Orcam Financial Group grew its position in shares of Alpha Architect Tail Risk ETF by 18.1% during the 4th quarter. Orcam Financial Group now owns 3,680 shares of the company’s stock valued at $330,000 after buying an additional 565 shares during the last quarter. Finally, World Investment Advisors acquired a new stake in Alpha Architect Tail Risk ETF during the fourth quarter worth about $337,000.

Alpha Architect Tail Risk ETF Stock Up 0.0%

Shares of BATS CAOS opened at $90.37 on Friday. The firm’s 50-day moving average price is $90.47 and its two-hundred day moving average price is $90.50. Alpha Architect Tail Risk ETF has a 52-week low of $88.97 and a 52-week high of $90.97. The stock has a market capitalization of $420.22 million, a P/E ratio of 25.21 and a beta of 0.10.

Alpha Architect Tail Risk ETF 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.