Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PGIM AAA CLO ETF PAAA Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-514
Closed -$26K – 5564
2025
Q3 		$26K Buy
+514
New +$26.4K ﹤0.01% 3968

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 $1.37T AUM 24.88% 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 $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PAAA Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of PGIM AAA CLO ETF (PAAA) in Q4 2025, closing a stake of 514 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in PAAA in Q3 2025 and held it in 1 quarter. The position peaked at $26K in Q3 2025. 198 funds tracked by Wall St. Rank hold PAAA as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining PGIM AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 514 PGIM AAA CLO ETF shares in Q4 2025, an estimated $26K.
  • Carson Wealth (CWM LLC) first reported a position in PGIM AAA CLO ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s PGIM AAA CLO ETF position peaked at $26K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.