Allied Private Wealth’s PGIM AAA CLO ETF PAAA Stock Holding History

Allied Private Wealth’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	$135K	Buy	+2,635	New	+$135K	0.09%	148

Other funds holding PAAA

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return