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

Valeo 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	$1.55M	Buy	+30,143	New	+$1.55M	0.03%	230

Other funds holding PAAA

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in PGIM AAA CLO ETF (PAAA) in Q3 2026: 30,143 shares worth $1.55M. The stake represents 0.03% of the portfolio and ranks #230 among its holdings.

14 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

Valeo Financial Advisors held 30,143 shares of PGIM AAA CLO ETF worth $1.55M as of Q3 2026.
PGIM AAA CLO ETF was a new Valeo Financial Advisors position in Q3 2026.
PGIM AAA CLO ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #230 holding.
14 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.