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IFS Advisors’s Fidelity AAA CLO ETF FAAA Stock Holding History

IFS Advisors’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 		$833K Buy
+16,580
New +$834K 0.25% 55

Other funds holding FAAA

NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

IFS Advisors's FAAA Position: Q3 2026 in Review

IFS Advisors opened a new position in Fidelity AAA CLO ETF (FAAA) in Q3 2026: 16,580 shares worth $833K. The stake represents 0.25% of the portfolio and ranks #55 among its holdings.

14 funds tracked by Wall St. Rank hold FAAA as of Q3 2026.

  • IFS Advisors held 16,580 shares of Fidelity AAA CLO ETF worth $833K as of Q3 2026.
  • Fidelity AAA CLO ETF was a new IFS Advisors position in Q3 2026.
  • Fidelity AAA CLO ETF made up 0.25% of IFS Advisors's portfolio in Q3 2026, its #55 holding.
  • 14 funds tracked by Wall St. Rank held Fidelity AAA CLO ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.