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Everest Management Corp’s PGIM AAA CLO ETF PAAA Stock Holding History

Everest Management Corp’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
Q1 		$486K Sell
9,487
-10,957
-54% -$563K 0.25% 48
2025
Q4 		$1.05M Sell
20,444
-1,228
-6% -$63K 0.58% 27
2025
Q3 		$1.12M Buy
21,672
+10,050
+86% +$516K 0.71% 26
2025
Q2 		$598K Sell
11,622
-833
-7% -$42.6K 0.43% 34
2025
Q1 		$639K Buy
12,455
+2,958
+31% +$152K 0.58% 28
2024
Q4 		$486K Buy
+9,497
New +$486K 0.43% 31

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Everest Management Corp's PAAA Position: Q1 2026 in Review

Everest Management Corp reduced its PGIM AAA CLO ETF (PAAA) stake by 54% in Q1 2026, selling an estimated $563K and leaving 9,487 shares worth $486K. The position accounts for 0.25% of the portfolio, ranked #48.

Everest Management Corp first reported a position in PAAA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2025. 233 funds tracked by Wall St. Rank hold PAAA as of Q1 2026.

  • Everest Management Corp held 9,487 shares of PGIM AAA CLO ETF worth $486K as of Q1 2026.
  • Everest Management Corp sold 10,957 PGIM AAA CLO ETF shares in Q1 2026, an estimated $563K.
  • PGIM AAA CLO ETF made up 0.25% of Everest Management Corp's portfolio in Q1 2026, its #48 holding.
  • Everest Management Corp first reported a position in PGIM AAA CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • Everest Management Corp's PGIM AAA CLO ETF position peaked at $1.12M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.