Lodestone Wealth Management
FAAA icon

Lodestone Wealth Management’s Fidelity AAA CLO ETF FAAA Stock Holding History

Lodestone Wealth Management’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
Q3 		$18.2K Buy
363
+4
+1% +$201 0.01% 450
2026
Q2 		$18K Buy
+359
New +$18K 0.01% 431

Other funds holding FAAA

Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Trust Investment Advisors
Trust Investment Advisors Indianapolis, Indiana $229M AUM 46.48% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Lodestone Wealth Management's FAAA Position: Q3 2026 in Review

Lodestone Wealth Management increased its Fidelity AAA CLO ETF (FAAA) stake by 1.1% in Q3 2026, buying an estimated $201 and bringing the position to 363 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #450.

Lodestone Wealth Management first reported a position in FAAA in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold FAAA as of Q3 2026.

  • Lodestone Wealth Management held 363 shares of Fidelity AAA CLO ETF worth $18.2K as of Q3 2026.
  • Lodestone Wealth Management bought 4 Fidelity AAA CLO ETF shares in Q3 2026, an estimated $201.
  • Fidelity AAA CLO ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #450 holding.
  • Lodestone Wealth Management first reported a position in Fidelity AAA CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Fidelity AAA CLO ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.