Jim Simons
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Jim Simons’s PGIM AAA CLO ETF PAAA Stock Holding History

Jim Simons’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
2025
Q4 		– Sell
-604,143
Closed -$31.1M – 3625
2025
Q3 		$31.1M Sell
604,143
-253,550
-30% -$13M 0.04% 536
2025
Q2 		$44.1M Sell
857,693
-251,607
-23% -$12.9M 0.06% 384
2025
Q1 		$56.9M Buy
1,109,300
+252,300
+29% +$13M 0.09% 280
2024
Q4 		$43.9M Buy
+857,000
New +$43.9M 0.07% 360

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $445B AUM 25.58% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Jim Simons's PAAA Position: Q4 2025 in Review

Jim Simons sold out of PGIM AAA CLO ETF (PAAA) in Q4 2025, closing a stake of 604,143 shares — an estimated $31.1M sold.

Jim Simons first reported a position in PAAA in Q4 2024 and held it in 4 quarters. The position peaked at $56.9M in Q1 2025. 198 funds tracked by Wall St. Rank hold PAAA as of Q4 2025.

  • Jim Simons reported no remaining PGIM AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 604,143 PGIM AAA CLO ETF shares in Q4 2025, an estimated $31.1M.
  • Jim Simons first reported a position in PGIM AAA CLO ETF in Q4 2024 and held it in 4 quarters.
  • Jim Simons's PGIM AAA CLO ETF position peaked at $56.9M in Q1 2025.
  • 198 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.