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

Mills 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
Q2 		$906K Buy
17,666
+11,013
+166% +$566K 0.29% 33
2026
Q1 		$341K Buy
+6,653
New +$342K 0.12% 57

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Mills Wealth Advisors's PAAA Position: Q2 2026 in Review

Mills Wealth Advisors increased its PGIM AAA CLO ETF (PAAA) stake by 166% in Q2 2026, buying an estimated $566K and bringing the position to 17,666 shares worth $906K. The position accounts for 0.29% of the portfolio, ranked #33.

Mills Wealth Advisors first reported a position in PAAA in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • Mills Wealth Advisors held 17,666 shares of PGIM AAA CLO ETF worth $906K as of Q2 2026.
  • Mills Wealth Advisors bought 11,013 PGIM AAA CLO ETF shares in Q2 2026, an estimated $566K.
  • PGIM AAA CLO ETF made up 0.29% of Mills Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Mills Wealth Advisors first reported a position in PGIM AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.