Medallion Wealth Advisors’s PGIM AAA CLO ETF PAAA Stock Holding History

Medallion Wealth Advisors’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 Q1	$10.2K	Buy	+200	New	+$10.3K	﹤0.01%	759

Other funds holding PAAA

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's PAAA Position: Q1 2026 in Review

Medallion Wealth Advisors opened a new position in PGIM AAA CLO ETF (PAAA) in Q1 2026: 200 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings.

234 funds tracked by Wall St. Rank hold PAAA as of Q1 2026.

Medallion Wealth Advisors held 200 shares of PGIM AAA CLO ETF worth $10.2K as of Q1 2026.
PGIM AAA CLO ETF was a new Medallion Wealth Advisors position in Q1 2026.
PGIM AAA CLO ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #759 holding.
234 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.