SFS
AAA

Sunrise Financial Services’s Alternative Access First Priority CLO Bond ETF AAA Stock Holding History

Sunrise Financial Services’s Portfolio AAA Stock Details AAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9K Hold
800
– – 0.01% 177
2026
Q1 		$19.9K Buy
+800
New +$20K 0.01% 178

Other funds holding AAA

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sunrise Financial Services's AAA Position: Q2 2026 in Review

Sunrise Financial Services held its Alternative Access First Priority CLO Bond ETF (AAA) position steady in Q2 2026 at 800 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #177.

Sunrise Financial Services first reported a position in AAA in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.9K in Q1 2026. 12 funds tracked by Wall St. Rank hold AAA as of Q2 2026.

  • Sunrise Financial Services held 800 shares of Alternative Access First Priority CLO Bond ETF worth $19.9K as of Q2 2026.
  • Sunrise Financial Services left its Alternative Access First Priority CLO Bond ETF share count unchanged in Q2 2026.
  • Alternative Access First Priority CLO Bond ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #177 holding.
  • Sunrise Financial Services first reported a position in Alternative Access First Priority CLO Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's Alternative Access First Priority CLO Bond ETF position peaked at $19.9K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Alternative Access First Priority CLO Bond ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.