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Independent Advisor Alliance’s PGIM AAA CLO ETF PAAA Stock Holding History

Independent Advisor Alliance’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
Q1 		$5.59M Buy
109,288
+103,068
+1,657% +$5.29M 0.06% 289
2025
Q4 		$319K Sell
6,220
-3,500
-36% -$180K 0.01% 780
2025
Q3 		$501K Buy
9,720
+1,220
+14% +$62.7K 0.01% 623
2025
Q2 		$437K Buy
+8,500
New +$435K 0.01% 621
2025
Q1 		– Sell
-19,231
Closed -$985K – 1190
2024
Q4 		$985K Buy
+19,231
New +$985K 0.01% 732

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Advisor Alliance's PAAA Position: Q1 2026 in Review

Independent Advisor Alliance increased its PGIM AAA CLO ETF (PAAA) stake by 1,657% in Q1 2026, buying an estimated $5.29M and bringing the position to 109,288 shares worth $5.59M. The position accounts for 0.06% of the portfolio, ranked #289.

Independent Advisor Alliance first reported a position in PAAA in Q4 2024 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold PAAA as of Q1 2026.

  • Independent Advisor Alliance held 109,288 shares of PGIM AAA CLO ETF worth $5.59M as of Q1 2026.
  • Independent Advisor Alliance bought 103,068 PGIM AAA CLO ETF shares in Q1 2026, an estimated $5.29M.
  • PGIM AAA CLO ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #289 holding.
  • Independent Advisor Alliance first reported a position in PGIM AAA CLO ETF in Q4 2024 and has held it in 5 quarters since.
  • 233 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.