IFP Advisors’s PGIM AAA CLO ETF PAAA Stock Holding History

IFP Advisors’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	$8.06M	Buy	157,200 +52,729	+50%	+$2.71M	0.15%	152
2026 Q1	$5.35M	Buy	104,471 +41,174	+65%	+$2.12M	0.11%	209
2025 Q4	$3.24M	Buy	63,297 +13,222	+26%	+$679K	0.07%	296
2025 Q3	$2.58M	Sell	50,075 -146,601	-75%	-$7.53M	0.07%	320
2025 Q2	$10.1M	Sell	196,676 -49,976	-20%	-$2.56M	0.29%	66
2025 Q1	$12.7M	Buy	246,652 +162,185	+192%	+$8.32M	0.39%	46
2024 Q4	$4.32M	Buy	84,467 +37,512	+80%	+$1.92M	0.14%	154
2024 Q3	$2.41M	Buy	+46,955	New	+$2.4M	0.09%	256

Other funds holding PAAA

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors's PAAA Position: Q2 2026 in Review

IFP Advisors increased its PGIM AAA CLO ETF (PAAA) stake by 50% in Q2 2026, buying an estimated $2.71M and bringing the position to 157,200 shares worth $8.06M. The position accounts for 0.15% of the portfolio, ranked #152.

IFP Advisors first reported a position in PAAA in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.7M in Q1 2025. 269 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

IFP Advisors held 157,200 shares of PGIM AAA CLO ETF worth $8.06M as of Q2 2026.
IFP Advisors bought 52,729 PGIM AAA CLO ETF shares in Q2 2026, an estimated $2.71M.
PGIM AAA CLO ETF made up 0.15% of IFP Advisors's portfolio in Q2 2026, its #152 holding.
IFP Advisors first reported a position in PGIM AAA CLO ETF in Q3 2024 and has held it in 8 quarters since.
IFP Advisors's PGIM AAA CLO ETF position peaked at $12.7M in Q1 2025.
269 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.