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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
Q3 		$1.91M Sell
37,177
-18,698
-33% -$961K 0.34% 54
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

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Cooper Capital Advisors
Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Crumly & Associates's PAAA Position: Q3 2026 in Review

Crumly & Associates reduced its PGIM AAA CLO ETF (PAAA) stake by 33% in Q3 2026, selling an estimated $961K and leaving 37,177 shares worth $1.91M. The position accounts for 0.34% of the portfolio, ranked #54.

Crumly & Associates first reported a position in PAAA in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.86M in Q2 2026. 114 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

  • Crumly & Associates held 37,177 shares of PGIM AAA CLO ETF worth $1.91M as of Q3 2026.
  • Crumly & Associates sold 18,698 PGIM AAA CLO ETF shares in Q3 2026, an estimated $961K.
  • PGIM AAA CLO ETF made up 0.34% of Crumly & Associates's portfolio in Q3 2026, its #54 holding.
  • Crumly & Associates first reported a position in PGIM AAA CLO ETF in Q4 2025 and has held it in 4 quarters since.
  • Crumly & Associates's PGIM AAA CLO ETF position peaked at $2.86M in Q2 2026.
  • 114 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.