WP
WealthPLAN Partners’s PGIM AAA CLO ETF PAAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Buy |
178,769
+104,631
| +141% | +$5.38M | 1.48% | 14 |
|
|
2025
Q1 | $3.8M | Buy |
74,138
+48,770
| +192% | +$2.5M | 0.54% | 61 |
|
|
2024
Q4 | $1.3M | Buy |
25,368
+11,258
| +80% | +$576K | 0.18% | 114 |
|
|
2024
Q3 | $723K | Buy |
14,110
+3,897
| +38% | +$200K | 0.1% | 144 |
|
|
2024
Q2 | $522K | Buy |
10,213
+2,357
| +30% | +$120K | 0.06% | 202 |
|
|
2024
Q1 | $400K | Buy |
+7,856
| New | +$400K | 0.04% | 223 |
|