Belpointe Asset Management’s First Trust AAA CMBS ETF CAAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
21,237
+1,490
+8% +$30.5K 0.02% 621
2025
Q1
$402K Buy
19,747
+7,138
+57% +$145K 0.02% 624
2024
Q4
$259K Buy
12,609
+120
+1% +$2.47K 0.02% 711
2024
Q3
$259K Buy
12,489
+59
+0.5% +$1.22K 0.02% 713
2024
Q2
$251K Buy
+12,430
New +$251K 0.02% 647