Insight Wealth Strategies’s PGIM AAA CLO ETF PAAA Stock Holding History

Insight Wealth Strategies’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	$33.6M	Buy	655,982 +637,214	+3,395%	+$32.7M	3.28%	1
2026 Q1	$961K	Sell	18,768 -23	-0.1%	-$1.18K	0.11%	111
2025 Q4	$963K	Sell	18,791 -297	-2%	-$15.2K	0.11%	108
2025 Q3	$983K	Buy	19,088 +682	+4%	+$35K	0.12%	105
2025 Q2	$943K	Sell	18,406 -2,388	-11%	-$122K	0.12%	100
2025 Q1	$1.07M	Buy	20,794 +12,207	+142%	+$627K	0.14%	103
2024 Q4	$440K	Buy	+8,587	New	+$440K	0.06%	125

Other funds holding PAAA

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return