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

GK 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
Q2 		$289K Buy
+5,631
New +$289K 0.15% 164
2026
Q1 		– Sell
-4,897
Closed -$251K – 149
2025
Q4 		$251K Buy
+4,897
New +$251K 0.17% 144

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

GK Wealth Management's PAAA Position: Q2 2026 in Review

GK Wealth Management opened a new position in PGIM AAA CLO ETF (PAAA) in Q2 2026: 5,631 shares worth $289K. The stake represents 0.15% of the portfolio and ranks #164 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in PAAA as recently as Q4 2025.

GK Wealth Management first reported a position in PAAA in Q4 2025 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • GK Wealth Management held 5,631 shares of PGIM AAA CLO ETF worth $289K as of Q2 2026.
  • PGIM AAA CLO ETF was a new GK Wealth Management position in Q2 2026.
  • PGIM AAA CLO ETF made up 0.15% of GK Wealth Management's portfolio in Q2 2026, its #164 holding.
  • GK Wealth Management first reported a position in PGIM AAA CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.