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Atria Wealth Solutions’s PGIM AAA CLO ETF PAAA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$476K Sell
9,254
-4,712
-34% -$241K 0.01% 935
2025
Q1 		$717K Buy
13,966
+8,322
+147% +$427K 0.01% 1016
2024
Q4 		$290K Sell
5,644
-587
-9% -$30.1K ﹤0.01% 1571
2024
Q3 		$319K Sell
6,231
-997
-14% -$50.9K ﹤0.01% 1478
2024
Q2 		$369K Buy
+7,228
New +$368K ﹤0.01% 1386

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's PAAA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PGIM AAA CLO ETF (PAAA) stake by 34% in Q2 2025, selling an estimated $241K and leaving 9,254 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #935.

Atria Wealth Solutions first reported a position in PAAA in Q2 2024 and has held it in 5 quarters since. The position peaked at $717K in Q1 2025. 152 funds tracked by Wall St. Rank hold PAAA as of Q2 2025.

  • Atria Wealth Solutions held 9,254 shares of PGIM AAA CLO ETF worth $476K as of Q2 2025.
  • Atria Wealth Solutions sold 4,712 PGIM AAA CLO ETF shares in Q2 2025, an estimated $241K.
  • PGIM AAA CLO ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #935 holding.
  • Atria Wealth Solutions first reported a position in PGIM AAA CLO ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's PGIM AAA CLO ETF position peaked at $717K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.