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Harbour Investments’s First Trust AAA CMBS ETF CAAA Stock Holding History

Harbour Investments’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 		$19.6K Sell
968
-266
-22% -$5.45K ﹤0.01% 2904
2025
Q4 		$25.3K Buy
1,234
+266
+27% +$5.47K ﹤0.01% 2314
2025
Q3 		$19.9K Buy
+968
New +$19.8K ﹤0.01% 2340

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 $26.4B AUM 21.05% 1-Year Est. Return
First Trust Advisors
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
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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Harbour Investments's CAAA Position: Q1 2026 in Review

Harbour Investments reduced its First Trust AAA CMBS ETF (CAAA) stake by 22% in Q1 2026, selling an estimated $5.45K and leaving 968 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Harbour Investments first reported a position in CAAA in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.3K in Q4 2025. 21 funds tracked by Wall St. Rank hold CAAA as of Q1 2026.

  • Harbour Investments held 968 shares of First Trust AAA CMBS ETF worth $19.6K as of Q1 2026.
  • Harbour Investments sold 266 First Trust AAA CMBS ETF shares in Q1 2026, an estimated $5.45K.
  • First Trust AAA CMBS ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2904 holding.
  • Harbour Investments first reported a position in First Trust AAA CMBS ETF in Q3 2025 and has held it in 3 quarters since.
  • Harbour Investments's First Trust AAA CMBS ETF position peaked at $25.3K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.