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

Accel 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
2026 Q2	$4.37M	Sell	86,453 -16,205	-16%	-$820K	0.98%	26
2026 Q1	$5.17M	Buy	102,658 +16,613	+19%	+$841K	1.35%	18
2025 Q4	$4.35M	Sell	86,045 -1,836	-2%	-$92.9K	1.19%	20
2025 Q3	$4.46M	Buy	87,881 +49,899	+131%	+$2.53M	1.3%	17
2025 Q2	$1.93M	Buy	37,982 +4,810	+15%	+$243K	0.64%	43
2025 Q1	$1.68M	Buy	33,172 +14,479	+77%	+$735K	0.61%	45
2024 Q4	$948K	Buy	18,693 +3,452	+23%	+$175K	0.36%	74
2024 Q3	$775K	Buy	+15,241	New	+$774K	0.29%	85

Other funds holding JAAA

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Accel Wealth Management's JAAA Position: Q2 2026 in Review

Accel Wealth Management reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 16% in Q2 2026, selling an estimated $820K and leaving 86,453 shares worth $4.37M. The position accounts for 0.98% of the portfolio, ranked #26.

Accel Wealth Management first reported a position in JAAA in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.17M in Q1 2026. 406 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Accel Wealth Management held 86,453 shares of Janus Henderson AAA CLO ETF worth $4.37M as of Q2 2026.
Accel Wealth Management sold 16,205 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $820K.
Janus Henderson AAA CLO ETF made up 0.98% of Accel Wealth Management's portfolio in Q2 2026, its #26 holding.
Accel Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 8 quarters since.
Accel Wealth Management's Janus Henderson AAA CLO ETF position peaked at $5.17M in Q1 2026.
406 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.