4Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

4Wealth Advisors’s Portfolio JAAA Stock Details JAAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.13M	Buy	42,090 +4,646	+12%	+$235K	1.48%	16
2026 Q2	$1.9M	Buy	37,444 +1,811	+5%	+$91.6K	1.46%	14
2026 Q1	$1.8M	Buy	35,633 +468	+1%	+$23.7K	1.54%	15
2025 Q4	$1.78M	Buy	35,165 +580	+2%	+$29.4K	1.52%	16
2025 Q3	$1.76M	Buy	34,585 +1,812	+6%	+$91.8K	1.57%	15
2025 Q2	$1.66M	Buy	32,773 +2,521	+8%	+$127K	1.69%	13
2025 Q1	$1.53M	Buy	30,252 +11,445	+61%	+$581K	1.67%	14
2024 Q4	$954K	Buy	+18,807	New	+$955K	0.96%	25

Other funds holding JAAA

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

4Wealth Advisors's JAAA Position: Q3 2026 in Review

4Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 12% in Q3 2026, buying an estimated $235K and bringing the position to 42,090 shares worth $2.13M. The position accounts for 1.48% of the portfolio, ranked #16.

4Wealth Advisors first reported a position in JAAA in Q4 2024 and has held it in 8 quarters since. 413 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

4Wealth Advisors held 42,090 shares of Janus Henderson AAA CLO ETF worth $2.13M as of Q3 2026.
4Wealth Advisors bought 4,646 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $235K.
Janus Henderson AAA CLO ETF made up 1.48% of 4Wealth Advisors's portfolio in Q3 2026, its #16 holding.
4Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 8 quarters since.
413 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.