Creative Planning
PAAA icon

Creative Planning’s PGIM AAA CLO ETF PAAA Stock Holding History

Creative Planning’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
-4,201
Closed -$216K – 4053
2025
Q3 		$216K Sell
4,201
-33
-0.8% -$1.7K ﹤0.01% 3412
2025
Q2 		$218K Buy
+4,234
New +$217K ﹤0.01% 3159

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return

Creative Planning's PAAA Position: Q4 2025 in Review

Creative Planning sold out of PGIM AAA CLO ETF (PAAA) in Q4 2025, closing a stake of 4,201 shares — an estimated $216K sold.

Creative Planning first reported a position in PAAA in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q2 2025. 198 funds tracked by Wall St. Rank hold PAAA as of Q4 2025.

  • Creative Planning reported no remaining PGIM AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 4,201 PGIM AAA CLO ETF shares in Q4 2025, an estimated $216K.
  • Creative Planning first reported a position in PGIM AAA CLO ETF in Q2 2025 and held it in 2 quarters.
  • Creative Planning's PGIM AAA CLO ETF position peaked at $218K in Q2 2025.
  • 198 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.