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Laurel Wealth Advisors (North Carolina)’s PGIM AAA CLO ETF PAAA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-200
Closed -$10.3K – 523
2025
Q1 		$10.3K Hold
200
– – ﹤0.01% 472
2024
Q4 		$10.2K Buy
+200
New +$10.2K ﹤0.01% 484

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 $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PAAA Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of PGIM AAA CLO ETF (PAAA) in Q2 2025, closing a stake of 200 shares — an estimated $10.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PAAA in Q4 2024 and held it in 2 quarters. The position peaked at $10.3K in Q1 2025. 152 funds tracked by Wall St. Rank hold PAAA as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining PGIM AAA CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 200 PGIM AAA CLO ETF shares in Q2 2025, an estimated $10.3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in PGIM AAA CLO ETF in Q4 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s PGIM AAA CLO ETF position peaked at $10.3K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.