Kingsview Wealth Management’s PGIM AAA CLO ETF PAAA Stock Holding History

Kingsview Wealth 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	$8.12M	Buy	158,472 +42,420	+37%	+$2.18M	0.1%	197
2026 Q1	$5.94M	Sell	116,052 -49,875	-30%	-$2.56M	0.08%	266
2025 Q4	$8.51M	Buy	165,927 +42,360	+34%	+$2.17M	0.12%	160
2025 Q3	$6.36M	Buy	123,567 +26,909	+28%	+$1.38M	0.1%	212
2025 Q2	$4.97M	Sell	96,658 -27,851	-22%	-$1.43M	0.08%	247
2025 Q1	$6.39M	Buy	124,509 +37,891	+44%	+$1.94M	0.12%	178
2024 Q4	$4.43M	Buy	+86,618	New	+$4.44M	0.09%	221

Other funds holding PAAA

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingsview Wealth Management's PAAA Position: Q2 2026 in Review

Kingsview Wealth Management increased its PGIM AAA CLO ETF (PAAA) stake by 37% in Q2 2026, buying an estimated $2.18M and bringing the position to 158,472 shares worth $8.12M. The position accounts for 0.1% of the portfolio, ranked #197.

Kingsview Wealth Management first reported a position in PAAA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.51M in Q4 2025. 269 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

Kingsview Wealth Management held 158,472 shares of PGIM AAA CLO ETF worth $8.12M as of Q2 2026.
Kingsview Wealth Management bought 42,420 PGIM AAA CLO ETF shares in Q2 2026, an estimated $2.18M.
PGIM AAA CLO ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #197 holding.
Kingsview Wealth Management first reported a position in PGIM AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
Kingsview Wealth Management's PGIM AAA CLO ETF position peaked at $8.51M in Q4 2025.
269 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.