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Crumly & Associates’s PGIM AAA CLO ETF PAAA Stock Holding History

Crumly & Associates’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 		$2.86M Buy
55,875
+44,260
+381% +$2.27M 0.55% 40
2026
Q1 		$594K Buy
11,615
+1,077
+10% +$55.3K 0.12% 99
2025
Q4 		$540K Buy
+10,538
New +$541K 0.11% 104

Other funds holding PAAA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Crumly & Associates's PAAA Position: Q2 2026 in Review

Crumly & Associates increased its PGIM AAA CLO ETF (PAAA) stake by 381% in Q2 2026, buying an estimated $2.27M and bringing the position to 55,875 shares worth $2.86M. The position accounts for 0.55% of the portfolio, ranked #40.

Crumly & Associates first reported a position in PAAA in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • Crumly & Associates held 55,875 shares of PGIM AAA CLO ETF worth $2.86M as of Q2 2026.
  • Crumly & Associates bought 44,260 PGIM AAA CLO ETF shares in Q2 2026, an estimated $2.27M.
  • PGIM AAA CLO ETF made up 0.55% of Crumly & Associates's portfolio in Q2 2026, its #40 holding.
  • Crumly & Associates first reported a position in PGIM AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.