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United Advisor Group’s First Trust AAA CMBS ETF CAAA Stock Holding History

United Advisor Group’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 		$253K Buy
12,480
+2,604
+26% +$52.9K 0.03% 462
2026
Q1 		$200K Buy
+9,876
New +$202K 0.02% 489

Other funds holding CAAA

STAR Financial Bank
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Platform Technology Partners
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Inspirion Wealth Advisors
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
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

United Advisor Group's CAAA Position: Q2 2026 in Review

United Advisor Group increased its First Trust AAA CMBS ETF (CAAA) stake by 26% in Q2 2026, buying an estimated $52.9K and bringing the position to 12,480 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #462.

United Advisor Group first reported a position in CAAA in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold CAAA as of Q2 2026.

  • United Advisor Group held 12,480 shares of First Trust AAA CMBS ETF worth $253K as of Q2 2026.
  • United Advisor Group bought 2,604 First Trust AAA CMBS ETF shares in Q2 2026, an estimated $52.9K.
  • First Trust AAA CMBS ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #462 holding.
  • United Advisor Group first reported a position in First Trust AAA CMBS ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.