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Abich Financial Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$35.6K Buy
+702
New +$35.6K 0.01% 355
2024
Q3 		– Sell
-130
Closed -$6.61K – 638
2024
Q2 		$6.61K Buy
+130
New +$6.59K ﹤0.01% 310

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abich Financial Wealth Management's JAAA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q3 2025: 702 shares worth $35.6K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in JAAA as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in JAAA in Q2 2024 and has held it in 2 quarters since. 787 funds tracked by Wall St. Rank hold JAAA as of Q3 2025.

  • Abich Financial Wealth Management held 702 shares of Janus Henderson AAA CLO ETF worth $35.6K as of Q3 2025.
  • Janus Henderson AAA CLO ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Janus Henderson AAA CLO ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #355 holding.
  • Abich Financial Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 2 quarters since.
  • 787 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.