LWM
FAAA

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
Q2 		$18K Buy
+359
New +$18K 0.01% 431

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
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Lodestone Wealth Management's FAAA Position: Q2 2026 in Review

Lodestone Wealth Management opened a new position in Fidelity AAA CLO ETF (FAAA) in Q2 2026: 359 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings.

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

  • Lodestone Wealth Management held 359 shares of Fidelity AAA CLO ETF worth $18K as of Q2 2026.
  • Fidelity AAA CLO ETF was a new Lodestone Wealth Management position in Q2 2026.
  • Fidelity AAA CLO ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #431 holding.
  • 7 funds tracked by Wall St. Rank held Fidelity AAA CLO ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.