Inspirion Wealth Advisors’s First Trust AAA CMBS ETF CAAA Stock Holding History

Inspirion Wealth Advisors’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 Q2	$609K	Sell	29,959 -400	-1%	-$8.13K	0.07%	97
2026 Q1	$616K	Sell	30,359 -34	-0.1%	-$697	0.08%	92
2025 Q4	$623K	Sell	30,393 -3,315	-10%	-$68.2K	0.08%	93
2025 Q3	$698K	Buy	33,708 +1,449	+4%	+$29.7K	0.1%	80
2025 Q2	$661K	Hold	32,259	–	–	0.09%	84
2025 Q1	$656K	Sell	32,259 -500	-2%	-$10.1K	0.09%	80
2024 Q4	$660K	Sell	32,759 -949	-3%	-$19.3K	0.09%	83
2024 Q3	$698K	Buy	+33,708	New	+$692K	0.1%	80

Other funds holding CAAA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Inspirion Wealth Advisors's CAAA Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its First Trust AAA CMBS ETF (CAAA) stake by 1.3% in Q2 2026, selling an estimated $8.13K and leaving 29,959 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #97.

Inspirion Wealth Advisors first reported a position in CAAA in Q3 2024 and has held it in 8 quarters since. The position peaked at $698K in Q3 2025. 11 funds tracked by Wall St. Rank hold CAAA as of Q2 2026.

Inspirion Wealth Advisors held 29,959 shares of First Trust AAA CMBS ETF worth $609K as of Q2 2026.
Inspirion Wealth Advisors sold 400 First Trust AAA CMBS ETF shares in Q2 2026, an estimated $8.13K.
First Trust AAA CMBS ETF made up 0.07% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Inspirion Wealth Advisors first reported a position in First Trust AAA CMBS ETF in Q3 2024 and has held it in 8 quarters since.
Inspirion Wealth Advisors's First Trust AAA CMBS ETF position peaked at $698K in Q3 2025.
11 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.