KOMWMG
FAAA

Kerntke Otto McGlone Wealth Management Group’s Fidelity AAA CLO ETF FAAA Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q2 		$246K Buy
+4,900
New +$246K 0.15% 83

Other funds holding FAAA

NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's FAAA Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group opened a new position in Fidelity AAA CLO ETF (FAAA) in Q2 2026: 4,900 shares worth $246K. The stake represents 0.15% of the portfolio and ranks #83 among its holdings.

7 funds tracked by Wall St. Rank hold FAAA as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 4,900 shares of Fidelity AAA CLO ETF worth $246K as of Q2 2026.
  • Fidelity AAA CLO ETF was a new Kerntke Otto McGlone Wealth Management Group position in Q2 2026.
  • Fidelity AAA CLO ETF made up 0.15% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #83 holding.
  • 7 funds tracked by Wall St. Rank held Fidelity AAA CLO ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.