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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
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 $81.2B AUM 27.81% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PAAA Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its PGIM AAA CLO ETF (PAAA) stake by 34% in Q1 2026, buying an estimated $1.33M and bringing the position to 100,950 shares worth $5.17M. The position accounts for 0.87% of the portfolio, ranked #48.

Prevail Innovative Wealth Advisors first reported a position in PAAA in Q2 2025 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold PAAA as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 100,950 shares of PGIM AAA CLO ETF worth $5.17M as of Q1 2026.
  • Prevail Innovative Wealth Advisors bought 25,855 PGIM AAA CLO ETF shares in Q1 2026, an estimated $1.33M.
  • PGIM AAA CLO ETF made up 0.87% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Prevail Innovative Wealth Advisors first reported a position in PGIM AAA CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.