EWA
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EverSource Wealth Advisors’s PGIM AAA CLO ETF PAAA Stock Holding History

EverSource Wealth Advisors’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 		$14M Sell
274,467
-15,350
-5% -$789K 0.43% 55
2025
Q4 		$14.9M Buy
289,817
+343
+0.1% +$17.6K 0.55% 43
2025
Q3 		$14.9M Sell
289,474
-5,347
-2% -$275K 0.59% 39
2025
Q2 		$15.2M Buy
294,821
+48,929
+20% +$2.5M 0.69% 31
2025
Q1 		$12.6M Buy
+245,892
New +$12.6M 0.69% 30

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 $376B 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 $528B 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 $501B AUM 22.01% 1-Year Est. Return