Sigma Planning Corp’s Fidelity AAA CLO ETF FAAA Stock Holding History

Sigma Planning Corp’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	$337K	Buy	+6,701	New	+$337K	0.01%	1012

Other funds holding FAAA

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Trust Investment Advisors Indianapolis, Indiana $229M AUM 46.48% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Sigma Planning Corp's FAAA Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in Fidelity AAA CLO ETF (FAAA) in Q3 2026: 6,701 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #1012 among its holdings.

16 funds tracked by Wall St. Rank hold FAAA as of Q3 2026.

Sigma Planning Corp held 6,701 shares of Fidelity AAA CLO ETF worth $337K as of Q3 2026.
Fidelity AAA CLO ETF was a new Sigma Planning Corp position in Q3 2026.
Fidelity AAA CLO ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1012 holding.
16 funds tracked by Wall St. Rank held Fidelity AAA CLO ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.