Contravisory Investment Management’s PGIM AAA CLO ETF PAAA Stock Holding History

Contravisory Investment Management’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	$69.2K	Buy	+1,350	New	+$69.3K	0.01%	261

Other funds holding PAAA

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management's PAAA Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in PGIM AAA CLO ETF (PAAA) in Q2 2026: 1,350 shares worth $69.2K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings.

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

Contravisory Investment Management held 1,350 shares of PGIM AAA CLO ETF worth $69.2K as of Q2 2026.
PGIM AAA CLO ETF was a new Contravisory Investment Management position in Q2 2026.
PGIM AAA CLO ETF made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #261 holding.
73 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.