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

Winch 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
2025
Q3 		– Sell
-7
Closed -$363 – 512
2025
Q2 		$363 Buy
+7
New +$358 ﹤0.01% 474

Other funds holding PAAA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winch Advisory Services's PAAA Position: Q3 2025 in Review

Winch Advisory Services sold out of PGIM AAA CLO ETF (PAAA) in Q3 2025, closing a stake of 7 shares — an estimated $363 sold.

Winch Advisory Services first reported a position in PAAA in Q2 2025 and held it in 1 quarter. The position peaked at $363 in Q2 2025. 179 funds tracked by Wall St. Rank hold PAAA as of Q3 2025.

  • Winch Advisory Services reported no remaining PGIM AAA CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Winch Advisory Services sold 7 PGIM AAA CLO ETF shares in Q3 2025, an estimated $363.
  • Winch Advisory Services first reported a position in PGIM AAA CLO ETF in Q2 2025 and held it in 1 quarter.
  • Winch Advisory Services's PGIM AAA CLO ETF position peaked at $363 in Q2 2025.
  • 179 funds tracked by Wall St. Rank held PGIM AAA CLO ETF as of Q3 2025.

Based on Winch Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.