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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
Q3 		$2.29M Buy
45,603
+27,700
+155% +$1.39M 0.41% 52
2026
Q2 		$898K Buy
+17,903
New +$898K 0.17% 81

Other funds holding FAAA

Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Trust Investment Advisors
Trust Investment Advisors Indianapolis, Indiana $229M AUM 46.48% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Crumly & Associates's FAAA Position: Q3 2026 in Review

Crumly & Associates increased its Fidelity AAA CLO ETF (FAAA) stake by 155% in Q3 2026, buying an estimated $1.39M and bringing the position to 45,603 shares worth $2.29M. The position accounts for 0.41% of the portfolio, ranked #52.

Crumly & Associates first reported a position in FAAA in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold FAAA as of Q3 2026.

  • Crumly & Associates held 45,603 shares of Fidelity AAA CLO ETF worth $2.29M as of Q3 2026.
  • Crumly & Associates bought 27,700 Fidelity AAA CLO ETF shares in Q3 2026, an estimated $1.39M.
  • Fidelity AAA CLO ETF made up 0.41% of Crumly & Associates's portfolio in Q3 2026, its #52 holding.
  • Crumly & Associates first reported a position in Fidelity AAA CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Fidelity AAA CLO ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.