CAOS — EA SERIES TRUST

Ownership history in Empowered Funds, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in EA SERIES TRUST (CAOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.43% (2025 Q4)
Avg. % of fund
0.22%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 597,146 +583,044 +4134.5% 0.43% $53.6M $89.78
2025 Q1 INITIATED 14,102 — — 0.02% $1.2M $87.95
% of Fund (quarterly)    CAOS price (monthly, adj. close)

Other funds also holding CAOS

As of 2025 Q4 — sorted by position size

Insight Advisors, LLC/ PA 3Y 12.57% CONTINUUM WEALTH ADVISORS, LLC 3Y 12.28% CULTIVAR CAPITAL, INC. 11.27% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 8.89% HILL ISLAND FINANCIAL LLC 3Y 2.93% Sankala Group LLC 1.75% Maridea Wealth Management LLC 0.92% Valley Financial Group, Inc. 0.75% McCartney Wealth Management LLC 0.53% BlackDiamond Wealth Management, LLC 3Y 0.51%
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