MIDDLETON & CO INC/MA PAAA — PGIM ETF TR

Ownership history in MIDDLETON & CO INC/MA  ·  7 quarters on record

AI Ownership Summary

MIDDLETON & CO INC/MA reported PGIM ETF TR (PAAA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows PAAA at 0.60% 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 MIDDLETON & CO INC/MA'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 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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 MIDDLETON & CO INC/MA fund profile MIDDLETON & CO INC/MA full holdings
How MIDDLETON & CO INC/MA 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 103,050 +12,625 +14.0% 0.60% $5.3M 2026-05-08 $51.38
2025 Q4 ADDED — — — 90,425 +7,790 +9.4% 0.49% $4.6M 2026-01-29 $50.73
2025 Q3 REDUCED — — — 82,635 -1,375 -1.6% 0.46% $4.3M 2025-10-29 $50.03
2025 Q2 ADDED — — — 84,010 +1,850 +2.3% 0.49% $4.3M 2025-08-06 $49.48
2025 Q1 ADDED — — — 82,160 +14,400 +21.3% 0.49% $4.2M 2025-05-09 $48.69
2024 Q4 ADDED — — — 67,760 +39,925 +143.4% 0.38% $3.5M 2025-02-05 $48.24
2024 Q3 INITIATED — — — 27,835 — — 0.16% $1.4M 2024-10-23 $47.31

🏢 Other funds also holding PAAA

As of 2026 Q1 — sorted by position size

Pine Harbor Wealth Management, LLC 11.34% POTENTIA WEALTH 8.69% Main Street Group, LTD 6.87% Indie Asset Partners, LLC 3Y 6.43% ALLIANZ SE 6.02% NORDEN GROUP LLC 5.95% Tanglewood Legacy Advisors, LLC 3Y 4.14% Ballast Rock Private Wealth LLC 3.91% Entelevest, LLC 3.12% Addison Capital Co 3Y 7Y 2.99%

FAQ About MIDDLETON & CO INC/MA and PAAA

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

How long has MIDDLETON & CO INC/MA reported owning PAAA?

MIDDLETON & CO INC/MA reported PAAA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PAAA position in MIDDLETON & CO INC/MA's portfolio?

The largest reported portfolio weight for PAAA was 0.60% in 2026 Q1.

What is the latest reported PAAA position on this page?

The most recent filing on this page is 2026 Q1, when MIDDLETON & CO INC/MA reported 103,050 shares, equal to 0.60% of portfolio, with an estimated market value of $5.3M.

What does the chart on this PAAA ownership page compare?

The chart compares MIDDLETON & CO INC/MA'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 MIDDLETON & CO INC/MA time their PAAA position?

Based on 13F filing dates vs. subsequent PAAA price moves, MIDDLETON & CO INC/MA correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on PAAA relative to SPY over the holding period was -11.0%.

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