Highline Wealth Partners
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Highline Wealth Partners’s PGIM AAA CLO ETF PAAA Stock Holding History

Highline Wealth Partners’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 		$42.8M Buy
834,984
+113,036
+16% +$5.81M 8.13% 1
2026
Q2 		$37M Buy
+721,948
New +$37.1M 7.51% 1

Other funds holding PAAA

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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Highline Wealth Partners's PAAA Position: Q3 2026 in Review

Highline Wealth Partners increased its PGIM AAA CLO ETF (PAAA) stake by 16% in Q3 2026, buying an estimated $5.81M and bringing the position to 834,984 shares worth $42.8M. The position accounts for 8.13% of the portfolio, ranked #1.

Highline Wealth Partners first reported a position in PAAA in Q2 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

  • Highline Wealth Partners held 834,984 shares of PGIM AAA CLO ETF worth $42.8M as of Q3 2026.
  • Highline Wealth Partners bought 113,036 PGIM AAA CLO ETF shares in Q3 2026, an estimated $5.81M.
  • PGIM AAA CLO ETF made up 8.13% of Highline Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Highline Wealth Partners first reported a position in PGIM AAA CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.