IWA
CAAA icon

Inspirion Wealth Advisors’s First Trust Commercial Mortgage Opportunities ETF CAAA Stock Holding History

Inspirion Wealth Advisors’s Portfolio CAAA Stock Details CAAA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$661K Hold
32,259
– – 0.09% 84
2025
Q1 		$656K Sell
32,259
-500
-2% -$10.2K 0.09% 80
2024
Q4 		$660K Sell
32,759
-949
-3% -$19.1K 0.09% 83
2024
Q3 		$698K Buy
+33,708
New +$698K 0.1% 80