NWF Advisory Services’s PGIM AAA CLO ETF PAAA Stock Holding History

NWF Advisory Services’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 Q3	$1.63M	Buy	+31,733	New	+$1.63M	0.15%	107

Other funds holding PAAA

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

NWF Advisory Services's PAAA Position: Q3 2026 in Review

NWF Advisory Services opened a new position in PGIM AAA CLO ETF (PAAA) in Q3 2026: 31,733 shares worth $1.63M. The stake represents 0.15% of the portfolio and ranks #107 among its holdings.

51 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

NWF Advisory Services held 31,733 shares of PGIM AAA CLO ETF worth $1.63M as of Q3 2026.
PGIM AAA CLO ETF was a new NWF Advisory Services position in Q3 2026.
PGIM AAA CLO ETF made up 0.15% of NWF Advisory Services's portfolio in Q3 2026, its #107 holding.
51 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.