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Indiana Trust & Investment Management’s PGIM AAA CLO ETF PAAA Stock Holding History

Indiana Trust & Investment 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 		– Sell
-2,740
Closed -$140K – 485
2026
Q1 		$140K Buy
+2,740
New +$141K 0.04% 199

Other funds holding PAAA

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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Indiana Trust & Investment Management's PAAA Position: Q2 2026 in Review

Indiana Trust & Investment Management sold out of PGIM AAA CLO ETF (PAAA) in Q2 2026, closing a stake of 2,740 shares — an estimated $140K sold.

Indiana Trust & Investment Management first reported a position in PAAA in Q1 2026 and held it in 1 quarter. The position peaked at $140K in Q1 2026. 101 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • Indiana Trust & Investment Management reported no remaining PGIM AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 2,740 PGIM AAA CLO ETF shares in Q2 2026, an estimated $140K.
  • Indiana Trust & Investment Management first reported a position in PGIM AAA CLO ETF in Q1 2026 and held it in 1 quarter.
  • Indiana Trust & Investment Management's PGIM AAA CLO ETF position peaked at $140K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.