Insight Wealth Strategies, LLC PAAA — PGIM ETF TR

Ownership history in Insight Wealth Strategies, LLC  ·  6 quarters on record

AI Ownership Summary

Insight Wealth Strategies, LLC reported PGIM ETF TR (PAAA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows PAAA at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAAA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Wealth Strategies, LLC's position in PGIM ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PAAA was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAAA stock page Insight Wealth Strategies, LLC fund profile Insight Wealth Strategies, LLC full holdings
How Insight Wealth Strategies, LLC held PAAA — position size vs. price
% of Fund (quarterly)    PAAA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 18,768 -23 -0.1% 0.11% $961K 2026-04-10 $51.27
2025 Q4 REDUCED — — — 18,791 -297 -1.6% 0.11% $963K 2026-01-02 $50.71
2025 Q3 ADDED — — — 19,088 +682 +3.7% 0.12% $983K 2025-10-06 $50.11
2025 Q2 REDUCED 11.5% +1.4% ❌ 18,406 -2,388 -11.5% 0.12% $943K 2025-07-07 $49.44
2025 Q1 ADDED — — — 20,794 +12,207 +142.2% 0.14% $1.1M 2025-04-03 $48.53
2024 Q4 INITIATED — — — 8,587 — — 0.06% $440K 2025-01-06 $48.14

🏢 Other funds also holding PAAA

As of 2026 Q1 — sorted by position size

NORDEN GROUP LLC 5.95% Ballast Rock Private Wealth LLC 3.91% Hartford Financial Management Inc. 3Y 7Y 2.53% Asset Allocation Strategies LLC 3Y 1.58% Able Wealth Management LLC 1.21% REDSTONE WEALTH MANAGEMENT, LLC 1.19% Inscription Capital, LLC 3Y 0.95% Hobart Private Capital, LLC 3Y 0.91% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.83% AdvisorNet Financial, Inc 3Y 7Y 0.81%

FAQ About Insight Wealth Strategies, LLC and PAAA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Wealth Strategies, LLC reported owning PAAA?

Insight Wealth Strategies, LLC reported PAAA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PAAA position in Insight Wealth Strategies, LLC's portfolio?

The largest reported portfolio weight for PAAA was 0.14% in 2025 Q1.

What is the latest reported PAAA position on this page?

The most recent filing on this page is 2026 Q1, when Insight Wealth Strategies, LLC reported 18,768 shares, equal to 0.11% of portfolio, with an estimated market value of $961K.

What does the chart on this PAAA ownership page compare?

The chart compares Insight Wealth Strategies, LLC's quarterly PAAA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Insight Wealth Strategies, LLC time their PAAA position?

Based on 13F filing dates vs. subsequent PAAA price moves, Insight Wealth Strategies, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on PAAA relative to SPY over the holding period was -8.3%.

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