Wealthcare Advisory Partners
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Wealthcare Advisory Partners’s PGIM AAA CLO ETF PAAA Stock Holding History

Wealthcare Advisory Partners’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 		$992K Buy
19,344
+10,764
+125% +$553K 0.02% 550
2026
Q2 		$440K Buy
+8,580
New +$441K 0.01% 747

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SEI Investments
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
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

Wealthcare Advisory Partners's PAAA Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its PGIM AAA CLO ETF (PAAA) stake by 125% in Q3 2026, buying an estimated $553K and bringing the position to 19,344 shares worth $992K. The position accounts for 0.02% of the portfolio, ranked #550.

Wealthcare Advisory Partners first reported a position in PAAA in Q2 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold PAAA as of Q3 2026.

  • Wealthcare Advisory Partners held 19,344 shares of PGIM AAA CLO ETF worth $992K as of Q3 2026.
  • Wealthcare Advisory Partners bought 10,764 PGIM AAA CLO ETF shares in Q3 2026, an estimated $553K.
  • PGIM AAA CLO ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #550 holding.
  • Wealthcare Advisory Partners first reported a position in PGIM AAA CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.