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

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 $31B AUM 28.39% 1-Year Est. Return

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 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

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.