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

Teamwork 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
Q3 		$200K Hold
3,902
– – 0.02% 165
2026
Q2 		$200K Buy
+3,902
New +$200K 0.02% 196
2026
Q1 		– Sell
-3,902
Closed -$200K – 227
2025
Q4 		$200K Buy
+3,902
New +$200K 0.02% 196

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Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Teamwork Financial Advisors's PAAA Position: Q3 2026 in Review

Teamwork Financial Advisors held its PGIM AAA CLO ETF (PAAA) position steady in Q3 2026 at 3,902 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #165.

Teamwork Financial Advisors first reported a position in PAAA in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

  • Teamwork Financial Advisors held 3,902 shares of PGIM AAA CLO ETF worth $200K as of Q3 2026.
  • Teamwork Financial Advisors left its PGIM AAA CLO ETF share count unchanged in Q3 2026.
  • PGIM AAA CLO ETF made up 0.02% of Teamwork Financial Advisors's portfolio in Q3 2026, its #165 holding.
  • Teamwork Financial Advisors first reported a position in PGIM AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.