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Belpointe Asset Management LLC

Position in CAAA — First Trust AAA CMBS ETF

CIK 1721242 RENO, NV

Position in CAAA

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$568,542
+$122,257 QoQ
Shares Held
28,007
+28.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAAA Over Time

Shares Held

Position Value (USD)

All Filings in CAAA

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $568,542 28,007
2025-12-31 $446,285 21,770
2025-09-30 $440,187 21,460
2025-06-30 $434,933 21,237
2025-03-31 $401,752 19,747
2024-12-31 $254,386 12,609
2024-09-30 $258,772 12,489
2024-06-30 $250,650 12,430