INSPIRION WEALTH ADVISORS, LLC
Position in CAAA — First Trust AAA CMBS ETF
CIK 1633448
LIBERTYVILLE, IL
Position in CAAA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$616,287
-$6,769 QoQ
Shares Held
30,359
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAAA Over Time
Shares Held
Position Value (USD)
All Filings in CAAA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $616,287 | 30,359 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $623,056 | 30,393 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $691,418 | 33,708 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $660,664 | 32,259 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $656,309 | 32,259 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $660,912 | 32,759 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $698,429 | 33,708 | Shares | Sole | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||