Petra Financial Advisors’s PGIM AAA CLO ETF PAAA Stock Holding History

Petra Financial 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	$290K	Buy	+5,648	New	+$290K	0.13%	141

Other funds holding PAAA

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Petra Financial Advisors's PAAA Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in PGIM AAA CLO ETF (PAAA) in Q2 2026: 5,648 shares worth $290K. The stake represents 0.13% of the portfolio and ranks #141 among its holdings.

109 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

Petra Financial Advisors held 5,648 shares of PGIM AAA CLO ETF worth $290K as of Q2 2026.
PGIM AAA CLO ETF was a new Petra Financial Advisors position in Q2 2026.
PGIM AAA CLO ETF made up 0.13% of Petra Financial Advisors's portfolio in Q2 2026, its #141 holding.
109 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.