Bellars Harris Wealth Management, LLC’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Bellars Harris Wealth Management, LLC’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 Q2	$6.71M	Buy	+132,912	New	+$6.72M	1.37%	36

Other funds holding JAAA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's JAAA Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q2 2026: 132,912 shares worth $6.71M. The stake represents 1.37% of the portfolio and ranks #36 among its holdings.

611 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Bellars Harris Wealth Management, LLC held 132,912 shares of Janus Henderson AAA CLO ETF worth $6.71M as of Q2 2026.
Janus Henderson AAA CLO ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Janus Henderson AAA CLO ETF made up 1.37% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #36 holding.
611 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.