Wealthedge Investment Advisors’s PGIM AAA CLO ETF PAAA Stock Holding History

Wealthedge Investment 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	$6.84M	Buy	+133,363	New	+$6.85M	2.33%	11

Other funds holding PAAA

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthedge Investment Advisors's PAAA Position: Q2 2026 in Review

Wealthedge Investment Advisors opened a new position in PGIM AAA CLO ETF (PAAA) in Q2 2026: 133,363 shares worth $6.84M. The stake represents 2.33% of the portfolio and ranks #11 among its holdings.

72 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

Wealthedge Investment Advisors held 133,363 shares of PGIM AAA CLO ETF worth $6.84M as of Q2 2026.
PGIM AAA CLO ETF was a new Wealthedge Investment Advisors position in Q2 2026.
PGIM AAA CLO ETF made up 2.33% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #11 holding.
72 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.