Avantax Advisory Services’s PGIM AAA CLO ETF PAAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.2M Buy
217,716
+11,731
+6% +$600K 0.06% 250
2025
Q1
$10.6M Buy
+205,985
New +$10.6M 0.06% 232

Other funds holding PAAA

Avantax Advisory Services's PAAA Position: Q2 2025 in Review

Avantax Advisory Services increased its PGIM AAA CLO ETF (PAAA) stake by 5.7% in Q2 2025, buying an estimated $600K and bringing the position to 217,716 shares worth $11.2M. The position accounts for 0.06% of the portfolio, ranked #250.

Avantax Advisory Services first reported a position in PAAA in Q1 2025 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold PAAA as of Q2 2025.

  • Avantax Advisory Services held 217,716 shares of PGIM AAA CLO ETF worth $11.2M as of Q2 2025.
  • Avantax Advisory Services bought 11,731 PGIM AAA CLO ETF shares in Q2 2025, an estimated $600K.
  • PGIM AAA CLO ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #250 holding.
  • Avantax Advisory Services first reported a position in PGIM AAA CLO ETF in Q1 2025 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.