Hartford Financial Management’s PGIM AAA CLO ETF PAAA Stock Holding History

Hartford Financial 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	$10.5M	Buy	204,782 +10,761	+6%	+$553K	2.34%	9
2026 Q1	$9.93M	Buy	194,021 +630	+0.3%	+$32.4K	2.53%	9
2025 Q4	$9.91M	Buy	193,391 +6,463	+3%	+$332K	2.58%	8
2025 Q3	$9.63M	Buy	186,928 +2,474	+1%	+$127K	2.55%	8
2025 Q2	$9.49M	Buy	184,454 +10,372	+6%	+$531K	2.59%	8
2025 Q1	$8.93M	Sell	174,082 -6,334	-4%	-$325K	1.84%	8
2024 Q4	$9.24M	Buy	+180,416	New	+$9.24M	1.89%	8

Other funds holding PAAA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Hartford Financial Management's PAAA Position: Q2 2026 in Review

Hartford Financial Management increased its PGIM AAA CLO ETF (PAAA) stake by 5.5% in Q2 2026, buying an estimated $553K and bringing the position to 204,782 shares worth $10.5M. The position accounts for 2.34% of the portfolio, ranked #9.

Hartford Financial Management first reported a position in PAAA in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

Hartford Financial Management held 204,782 shares of PGIM AAA CLO ETF worth $10.5M as of Q2 2026.
Hartford Financial Management bought 10,761 PGIM AAA CLO ETF shares in Q2 2026, an estimated $553K.
PGIM AAA CLO ETF made up 2.34% of Hartford Financial Management's portfolio in Q2 2026, its #9 holding.
Hartford Financial Management first reported a position in PGIM AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
114 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.