Integrated Advisors Network
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Integrated Advisors Network’s First Trust AAA CMBS ETF CAAA Stock Holding History

Integrated Advisors Network’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 		– Sell
-67,470
Closed -$1.38M – 796
2025
Q4 		$1.38M Sell
67,470
-75,818
-53% -$1.56M 0.06% 287
2025
Q3 		$2.94M Buy
143,288
+37
+0% +$758 0.12% 190
2025
Q2 		$2.93M Buy
+143,251
New +$2.91M 0.13% 186

Other funds holding CAAA

STAR Financial Bank
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Platform Technology Partners
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Integrated Advisors Network's CAAA Position: Q1 2026 in Review

Integrated Advisors Network sold out of First Trust AAA CMBS ETF (CAAA) in Q1 2026, closing a stake of 67,470 shares — an estimated $1.38M sold.

Integrated Advisors Network first reported a position in CAAA in Q2 2025 and held it in 3 quarters. The position peaked at $2.94M in Q3 2025. 21 funds tracked by Wall St. Rank hold CAAA as of Q1 2026.

  • Integrated Advisors Network reported no remaining First Trust AAA CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 67,470 First Trust AAA CMBS ETF shares in Q1 2026, an estimated $1.38M.
  • Integrated Advisors Network first reported a position in First Trust AAA CMBS ETF in Q2 2025 and held it in 3 quarters.
  • Integrated Advisors Network's First Trust AAA CMBS ETF position peaked at $2.94M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.