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TOP Private Wealth LLC.’s PGIM AAA CLO ETF PAAA Stock Holding History

TOP Private Wealth LLC.’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 		$4.14M Buy
+80,693
New +$4.15M 3.97% 8

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TOP Private Wealth LLC.'s PAAA Position: Q2 2026 in Review

TOP Private Wealth LLC. opened a new position in PGIM AAA CLO ETF (PAAA) in Q2 2026: 80,693 shares worth $4.14M. The stake represents 3.97% of the portfolio and ranks #8 among its holdings.

247 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • TOP Private Wealth LLC. held 80,693 shares of PGIM AAA CLO ETF worth $4.14M as of Q2 2026.
  • PGIM AAA CLO ETF was a new TOP Private Wealth LLC. position in Q2 2026.
  • PGIM AAA CLO ETF made up 3.97% of TOP Private Wealth LLC.'s portfolio in Q2 2026, its #8 holding.
  • 247 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on TOP Private Wealth LLC.'s 13F filing for Q2 2026, filed 13 Aug 2026.