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

VitalStone Financial’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
2024 Q3	$11.5K	Buy	+553	New	+$11.3K	0.01%	254

Other funds holding CAAA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

IWA

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

FTUS

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

VitalStone Financial's CAAA Position: Q3 2024 in Review

VitalStone Financial opened a new position in First Trust AAA CMBS ETF (CAAA) in Q3 2024: 553 shares worth $11.5K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings.

9 funds tracked by Wall St. Rank hold CAAA as of Q3 2024.

VitalStone Financial held 553 shares of First Trust AAA CMBS ETF worth $11.5K as of Q3 2024.
First Trust AAA CMBS ETF was a new VitalStone Financial position in Q3 2024.
First Trust AAA CMBS ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #254 holding.
9 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.