Platform Technology Partners’s First Trust AAA CMBS ETF CAAA Stock Holding History

Platform Technology Partners’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 Q2	$3.45M	Buy	169,633 +75,326	+80%	+$1.53M	0.56%	41
2026 Q1	$1.91M	Buy	94,307 +34,737	+58%	+$712K	0.37%	64
2025 Q4	$1.22M	Buy	59,570 +9,410	+19%	+$194K	0.26%	92
2025 Q3	$1.03M	Buy	50,160 +6,245	+14%	+$128K	0.25%	98
2025 Q2	$899K	Sell	43,915 -3,172	-7%	-$64.4K	0.23%	106
2025 Q1	$958K	Buy	47,087 +5,303	+13%	+$107K	0.28%	92
2024 Q4	$843K	Buy	+41,784	New	+$849K	0.26%	93

Other funds holding CAAA

STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Platform Technology Partners's CAAA Position: Q2 2026 in Review

Platform Technology Partners increased its First Trust AAA CMBS ETF (CAAA) stake by 80% in Q2 2026, buying an estimated $1.53M and bringing the position to 169,633 shares worth $3.45M. The position accounts for 0.56% of the portfolio, ranked #41.

Platform Technology Partners first reported a position in CAAA in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold CAAA as of Q2 2026.

Platform Technology Partners held 169,633 shares of First Trust AAA CMBS ETF worth $3.45M as of Q2 2026.
Platform Technology Partners bought 75,326 First Trust AAA CMBS ETF shares in Q2 2026, an estimated $1.53M.
First Trust AAA CMBS ETF made up 0.56% of Platform Technology Partners's portfolio in Q2 2026, its #41 holding.
Platform Technology Partners first reported a position in First Trust AAA CMBS ETF in Q4 2024 and has held it in 7 quarters since.
21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.