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 Q3	$29.6M	Sell	576,138 -79,844	-12%	-$4.1M	2.92%	6
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

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Insight Wealth Strategies's PAAA Position: Q3 2026 in Review

Insight Wealth Strategies reduced its PGIM AAA CLO ETF (PAAA) stake by 12% in Q3 2026, selling an estimated $4.1M and leaving 576,138 shares worth $29.6M. The position accounts for 2.92% of the portfolio, ranked #6.

Insight Wealth Strategies first reported a position in PAAA in Q4 2024 and has held it in 8 quarters since. The position peaked at $33.6M in Q2 2026. 14 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

Insight Wealth Strategies held 576,138 shares of PGIM AAA CLO ETF worth $29.6M as of Q3 2026.
Insight Wealth Strategies sold 79,844 PGIM AAA CLO ETF shares in Q3 2026, an estimated $4.1M.
PGIM AAA CLO ETF made up 2.92% of Insight Wealth Strategies's portfolio in Q3 2026, its #6 holding.
Insight Wealth Strategies first reported a position in PGIM AAA CLO ETF in Q4 2024 and has held it in 8 quarters since.
Insight Wealth Strategies's PGIM AAA CLO ETF position peaked at $33.6M in Q2 2026.
14 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.