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Westside Investment Management’s PGIM AAA CLO ETF PAAA Stock Holding History

Westside Investment Management’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 		$2.57M Buy
50,062
+12,078
+32% +$620K 0.34% 73
2026
Q1 		$1.94M Buy
37,984
+16,461
+76% +$846K 0.3% 85
2025
Q4 		$1.1M Buy
21,523
+5,326
+33% +$273K 0.18% 118
2025
Q3 		$834K Buy
16,197
+6,022
+59% +$309K 0.13% 140
2025
Q2 		$524K Buy
+10,175
New +$521K 0.1% 159

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Westside Investment Management's PAAA Position: Q2 2026 in Review

Westside Investment Management increased its PGIM AAA CLO ETF (PAAA) stake by 32% in Q2 2026, buying an estimated $620K and bringing the position to 50,062 shares worth $2.57M. The position accounts for 0.34% of the portfolio, ranked #73.

Westside Investment Management first reported a position in PAAA in Q2 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold PAAA as of Q2 2026.

  • Westside Investment Management held 50,062 shares of PGIM AAA CLO ETF worth $2.57M as of Q2 2026.
  • Westside Investment Management bought 12,078 PGIM AAA CLO ETF shares in Q2 2026, an estimated $620K.
  • PGIM AAA CLO ETF made up 0.34% of Westside Investment Management's portfolio in Q2 2026, its #73 holding.
  • Westside Investment Management first reported a position in PGIM AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.