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

Belpointe Asset Management’s Portfolio CAAA Stock Details CAAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$569K	Buy	28,007 +6,237	+29%	+$128K	0.02%	647
2025 Q4	$446K	Buy	21,770 +310	+1%	+$6.38K	0.02%	692
2025 Q3	$440K	Buy	21,460 +223	+1%	+$4.57K	0.02%	659
2025 Q2	$435K	Buy	21,237 +1,490	+8%	+$30.3K	0.02%	621
2025 Q1	$402K	Buy	19,747 +7,138	+57%	+$145K	0.02%	624
2024 Q4	$259K	Buy	12,609 +120	+1%	+$2.44K	0.02%	711
2024 Q3	$259K	Buy	12,489 +59	+0.5%	+$1.21K	0.02%	713
2024 Q2	$251K	Buy	+12,430	New	+$250K	0.02%	647

Other funds holding CAAA

SFB

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

Belpointe Asset Management's CAAA Position: Q1 2026 in Review

Belpointe Asset Management increased its First Trust AAA CMBS ETF (CAAA) stake by 29% in Q1 2026, buying an estimated $128K and bringing the position to 28,007 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #647.

Belpointe Asset Management first reported a position in CAAA in Q2 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold CAAA as of Q1 2026.

Belpointe Asset Management held 28,007 shares of First Trust AAA CMBS ETF worth $569K as of Q1 2026.
Belpointe Asset Management bought 6,237 First Trust AAA CMBS ETF shares in Q1 2026, an estimated $128K.
First Trust AAA CMBS ETF made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #647 holding.
Belpointe Asset Management first reported a position in First Trust AAA CMBS ETF in Q2 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.