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

Visionary 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	$2.22M	Buy	43,265 +9,733	+29%	+$500K	0.09%	200
2026 Q1	$1.72M	Buy	33,532 +1,814	+6%	+$93.2K	0.08%	211
2025 Q4	$1.63M	Buy	31,718 +1,618	+5%	+$83.1K	0.07%	216
2025 Q3	$1.55M	Buy	+30,100	New	+$1.55M	0.07%	226

Other funds holding PAAA

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Visionary Wealth Advisors's PAAA Position: Q2 2026 in Review

Visionary Wealth Advisors increased its PGIM AAA CLO ETF (PAAA) stake by 29% in Q2 2026, buying an estimated $500K and bringing the position to 43,265 shares worth $2.22M. The position accounts for 0.09% of the portfolio, ranked #200.

Visionary Wealth Advisors first reported a position in PAAA in Q3 2025 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

Visionary Wealth Advisors held 43,265 shares of PGIM AAA CLO ETF worth $2.22M as of Q2 2026.
Visionary Wealth Advisors bought 9,733 PGIM AAA CLO ETF shares in Q2 2026, an estimated $500K.
PGIM AAA CLO ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Visionary Wealth Advisors first reported a position in PGIM AAA CLO ETF in Q3 2025 and has held it in 4 quarters since.
269 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.