Avantax Advisory Services’s First Trust AAA CMBS ETF CAAA Stock Holding History
Bought
Maintained
Sold
Other funds holding CAAA
Avantax Advisory Services's CAAA Position: Q2 2025 in Review
Avantax Advisory Services reduced its First Trust AAA CMBS ETF (CAAA) stake by 5.6% in Q2 2025, selling an estimated $20.9K and leaving 17,213 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.
Avantax Advisory Services first reported a position in CAAA in Q4 2024 and has held it in 3 quarters since. The position peaked at $473K in Q4 2024. 13 funds tracked by Wall St. Rank hold CAAA as of Q2 2025.
- Avantax Advisory Services held 17,213 shares of First Trust AAA CMBS ETF worth $353K as of Q2 2025.
- Avantax Advisory Services sold 1,028 First Trust AAA CMBS ETF shares in Q2 2025, an estimated $20.9K.
- First Trust AAA CMBS ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1799 holding.
- Avantax Advisory Services first reported a position in First Trust AAA CMBS ETF in Q4 2024 and has held it in 3 quarters since.
- Avantax Advisory Services's First Trust AAA CMBS ETF position peaked at $473K in Q4 2024.
- 13 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.