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

Prevail Innovative 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 		$5.19M Buy
101,185
+235
+0.2% +$12.1K 0.77% 43
2026
Q1 		$5.17M Buy
100,950
+25,855
+34% +$1.33M 0.87% 48
2025
Q4 		$3.85M Buy
75,095
+36,098
+93% +$1.85M 0.69% 54
2025
Q3 		$2.01M Buy
38,997
+7,632
+24% +$392K 0.39% 92
2025
Q2 		$1.61M Buy
+31,365
New +$1.61M 0.36% 97

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PAAA Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its PGIM AAA CLO ETF (PAAA) stake by 0.23% in Q2 2026, buying an estimated $12.1K and bringing the position to 101,185 shares worth $5.19M. The position accounts for 0.77% of the portfolio, ranked #43.

Prevail Innovative Wealth Advisors first reported a position in PAAA in Q2 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 101,185 shares of PGIM AAA CLO ETF worth $5.19M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 235 PGIM AAA CLO ETF shares in Q2 2026, an estimated $12.1K.
  • PGIM AAA CLO ETF made up 0.77% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Prevail Innovative Wealth Advisors first reported a position in PGIM AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.