Action Point Financial Planning’s PGIM AAA CLO ETF PAAA Stock Holding History

Action Point Financial Planning’s Portfolio PAAA Stock Details PAAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.9K	Buy	+1,188	New	+$61K	0.01%	752

Other funds holding PAAA

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Action Point Financial Planning's PAAA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PGIM AAA CLO ETF (PAAA) in Q2 2026: 1,188 shares worth $60.9K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings.

269 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

Action Point Financial Planning held 1,188 shares of PGIM AAA CLO ETF worth $60.9K as of Q2 2026.
PGIM AAA CLO ETF was a new Action Point Financial Planning position in Q2 2026.
PGIM AAA CLO ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #752 holding.
269 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.