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 Q1	$200K	Buy	+9,876	New	+$202K	0.02%	489

Other funds holding CAAA

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return

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

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

First Trust Advisors

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

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

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

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

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

United Advisor Group's CAAA Position: Q1 2026 in Review

United Advisor Group opened a new position in First Trust AAA CMBS ETF (CAAA) in Q1 2026: 9,876 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #489 among its holdings.

21 funds tracked by Wall St. Rank hold CAAA as of Q1 2026.

United Advisor Group held 9,876 shares of First Trust AAA CMBS ETF worth $200K as of Q1 2026.
First Trust AAA CMBS ETF was a new United Advisor Group position in Q1 2026.
First Trust AAA CMBS ETF made up 0.02% of United Advisor Group's portfolio in Q1 2026, its #489 holding.
21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.