Diversify Wealth Management’s PGIM AAA CLO ETF PAAA Stock Holding History

Diversify Wealth 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 Q3	$346K	Buy	+6,727	New	+$346K	0.01%	1048

Other funds holding PAAA

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Diversify Wealth Management's PAAA Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in PGIM AAA CLO ETF (PAAA) in Q3 2026: 6,727 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #1048 among its holdings.

86 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

Diversify Wealth Management held 6,727 shares of PGIM AAA CLO ETF worth $346K as of Q3 2026.
PGIM AAA CLO ETF was a new Diversify Wealth Management position in Q3 2026.
PGIM AAA CLO ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1048 holding.
86 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.