Wealth Enhancement Advisory Services
PAAA icon

Wealth Enhancement Advisory Services’s PGIM AAA CLO ETF PAAA Stock Holding History

Wealth Enhancement Advisory Services’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 		$12.2M Sell
236,899
-8,162
-3% -$419K 0.02% 591
2026
Q1 		$12.6M Sell
245,061
-59,875
-20% -$3.08M 0.03% 520
2025
Q4 		$15.6M Sell
304,936
-7,161
-2% -$368K 0.02% 549
2025
Q3 		$16M Sell
312,097
-10,324
-3% -$531K 0.02% 507
2025
Q2 		$16.5M Buy
322,421
+58,522
+22% +$3M 0.03% 479
2025
Q1 		$13.5M Buy
263,899
+50,617
+24% +$2.6M 0.03% 505
2024
Q4 		$10.9M Buy
213,282
+41,346
+24% +$2.12M 0.02% 533
2024
Q3 		$8.81M Sell
171,936
-801,624
-82% -$40.9M 0.02% 548
2024
Q2 		$49.8M Buy
973,560
+107,810
+12% +$5.49M 0.12% 177
2024
Q1 		$44.1M Buy
865,750
+128,289
+17% +$6.52M 0.11% 181
2023
Q4 		$37.3M Buy
737,461
+82,006
+13% +$4.14M 0.11% 191
2023
Q3 		$33.1M Buy
+655,455
New +$33M 0.11% 192

Other funds holding PAAA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's PAAA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its PGIM AAA CLO ETF (PAAA) stake by 3.3% in Q2 2026, selling an estimated $419K and leaving 236,899 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #591.

Wealth Enhancement Advisory Services first reported a position in PAAA in Q3 2023 and has held it in 12 quarters since. The position peaked at $49.8M in Q2 2024. 46 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 236,899 shares of PGIM AAA CLO ETF worth $12.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 8,162 PGIM AAA CLO ETF shares in Q2 2026, an estimated $419K.
  • PGIM AAA CLO ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #591 holding.
  • Wealth Enhancement Advisory Services first reported a position in PGIM AAA CLO ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's PGIM AAA CLO ETF position peaked at $49.8M in Q2 2024.
  • 46 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.