Security National Bank’s PGIM AAA CLO ETF PAAA Stock Holding History

Security National Bank’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	$1.31M	Buy	+25,504	New	+$1.31M	0.16%	85

Other funds holding PAAA

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

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Security National Bank's PAAA Position: Q2 2026 in Review

Security National Bank opened a new position in PGIM AAA CLO ETF (PAAA) in Q2 2026: 25,504 shares worth $1.31M. The stake represents 0.16% of the portfolio and ranks #85 among its holdings.

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

Security National Bank held 25,504 shares of PGIM AAA CLO ETF worth $1.31M as of Q2 2026.
PGIM AAA CLO ETF was a new Security National Bank position in Q2 2026.
PGIM AAA CLO ETF made up 0.16% of Security National Bank's portfolio in Q2 2026, its #85 holding.
46 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.