Optivise Advisory Services’s PGIM AAA CLO ETF PAAA Stock Holding History
Bought
Maintained
Sold
Other funds holding PAAA
A
Optivise Advisory Services's PAAA Position: Q2 2026 in Review
Optivise Advisory Services increased its PGIM AAA CLO ETF (PAAA) stake by 11% in Q2 2026, buying an estimated $92.9K and bringing the position to 17,533 shares worth $899K. The position accounts for 0.46% of the portfolio, ranked #60.
Optivise Advisory Services first reported a position in PAAA in Q4 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.
- Optivise Advisory Services held 17,533 shares of PGIM AAA CLO ETF worth $899K as of Q2 2026.
- Optivise Advisory Services bought 1,808 PGIM AAA CLO ETF shares in Q2 2026, an estimated $92.9K.
- PGIM AAA CLO ETF made up 0.46% of Optivise Advisory Services's portfolio in Q2 2026, its #60 holding.
- Optivise Advisory Services first reported a position in PGIM AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
- 269 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.
Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.