Sugar Maple Asset Management’s Fidelity AAA CLO ETF FAAA Stock Holding History

Sugar Maple Asset 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	$402K	Buy	+8,000	New	+$402K	0.23%	65

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 14.39% 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

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

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

Sugar Maple Asset Management's FAAA Position: Q3 2026 in Review

Sugar Maple Asset Management opened a new position in Fidelity AAA CLO ETF (FAAA) in Q3 2026: 8,000 shares worth $402K. The stake represents 0.23% of the portfolio and ranks #65 among its holdings.

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

Sugar Maple Asset Management held 8,000 shares of Fidelity AAA CLO ETF worth $402K as of Q3 2026.
Fidelity AAA CLO ETF was a new Sugar Maple Asset Management position in Q3 2026.
Fidelity AAA CLO ETF made up 0.23% of Sugar Maple Asset Management's portfolio in Q3 2026, its #65 holding.
15 funds tracked by Wall St. Rank held Fidelity AAA CLO ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.