STAR Financial Bank’s First Trust AAA CMBS ETF CAAA Stock Holding History

STAR Financial Bank’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 Q1	$11.2M	Buy	551,112 +110,073	+25%	+$2.26M	5.28%	6
2025 Q4	$9.04M	Buy	441,039 +94,432	+27%	+$1.94M	4.62%	6
2025 Q3	$7.11M	Buy	346,607 +242,727	+234%	+$4.97M	4.2%	6
2025 Q2	$2.13M	Buy	+103,880	New	+$2.11M	1.35%	21

Other funds holding CAAA

PFS

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

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

KAS

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

STAR Financial Bank's CAAA Position: Q1 2026 in Review

STAR Financial Bank increased its First Trust AAA CMBS ETF (CAAA) stake by 25% in Q1 2026, buying an estimated $2.26M and bringing the position to 551,112 shares worth $11.2M. The position accounts for 5.28% of the portfolio, ranked #6.

STAR Financial Bank first reported a position in CAAA in Q2 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold CAAA as of Q1 2026.

STAR Financial Bank held 551,112 shares of First Trust AAA CMBS ETF worth $11.2M as of Q1 2026.
STAR Financial Bank bought 110,073 First Trust AAA CMBS ETF shares in Q1 2026, an estimated $2.26M.
First Trust AAA CMBS ETF made up 5.28% of STAR Financial Bank's portfolio in Q1 2026, its #6 holding.
STAR Financial Bank first reported a position in First Trust AAA CMBS ETF in Q2 2025 and has held it in 4 quarters since.
21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.