KF
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K2 Financial’s PGIM AAA CLO ETF PAAA Stock Holding History

K2 Financial’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 		$3.17M Buy
61,739
+1,974
+3% +$101K 2.24% 15
2026
Q1 		$3.07M Buy
+59,765
New +$3.07M 2.23% 15

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
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

K2 Financial's PAAA Position: Q2 2026 in Review

K2 Financial increased its PGIM AAA CLO ETF (PAAA) stake by 3.3% in Q2 2026, buying an estimated $101K and bringing the position to 61,739 shares worth $3.17M. The position accounts for 2.24% of the portfolio, ranked #15.

K2 Financial first reported a position in PAAA in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • K2 Financial held 61,739 shares of PGIM AAA CLO ETF worth $3.17M as of Q2 2026.
  • K2 Financial bought 1,974 PGIM AAA CLO ETF shares in Q2 2026, an estimated $101K.
  • PGIM AAA CLO ETF made up 2.24% of K2 Financial's portfolio in Q2 2026, its #15 holding.
  • K2 Financial first reported a position in PGIM AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.