CA
FAAA

Crumly & Associates’s Fidelity AAA CLO ETF FAAA Stock Holding History

Crumly & Associates’s Portfolio FAAA Stock Details FAAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$898K Buy
+17,903
New +$898K 0.17% 81

Other funds holding FAAA

NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

Crumly & Associates's FAAA Position: Q2 2026 in Review

Crumly & Associates opened a new position in Fidelity AAA CLO ETF (FAAA) in Q2 2026: 17,903 shares worth $898K. The stake represents 0.17% of the portfolio and ranks #81 among its holdings.

7 funds tracked by Wall St. Rank hold FAAA as of Q2 2026.

  • Crumly & Associates held 17,903 shares of Fidelity AAA CLO ETF worth $898K as of Q2 2026.
  • Fidelity AAA CLO ETF was a new Crumly & Associates position in Q2 2026.
  • Fidelity AAA CLO ETF made up 0.17% of Crumly & Associates's portfolio in Q2 2026, its #81 holding.
  • 7 funds tracked by Wall St. Rank held Fidelity AAA CLO ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.