GK Wealth Management
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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
Q3 		$112K Sell
2,187
-3,444
-61% -$177K 0.06% 274
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

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

GK Wealth Management reduced its PGIM AAA CLO ETF (PAAA) stake by 61% in Q3 2026, selling an estimated $177K and leaving 2,187 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #274.

GK Wealth Management first reported a position in PAAA in Q4 2025 and has held it in 3 quarters since. The position peaked at $289K in Q2 2026. 202 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

  • GK Wealth Management held 2,187 shares of PGIM AAA CLO ETF worth $112K as of Q3 2026.
  • GK Wealth Management sold 3,444 PGIM AAA CLO ETF shares in Q3 2026, an estimated $177K.
  • PGIM AAA CLO ETF made up 0.06% of GK Wealth Management's portfolio in Q3 2026, its #274 holding.
  • GK Wealth Management first reported a position in PGIM AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • GK Wealth Management's PGIM AAA CLO ETF position peaked at $289K in Q2 2026.
  • 202 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.