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 Q3	$4.15M	Sell	82,206 -4,247	-5%	-$215K	0.89%	32
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

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

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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Accel Wealth Management's JAAA Position: Q3 2026 in Review

Accel Wealth Management reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 4.9% in Q3 2026, selling an estimated $215K and leaving 82,206 shares worth $4.15M. The position accounts for 0.89% of the portfolio, ranked #32.

Accel Wealth Management first reported a position in JAAA in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.17M in Q1 2026. 351 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

Accel Wealth Management held 82,206 shares of Janus Henderson AAA CLO ETF worth $4.15M as of Q3 2026.
Accel Wealth Management sold 4,247 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $215K.
Janus Henderson AAA CLO ETF made up 0.89% of Accel Wealth Management's portfolio in Q3 2026, its #32 holding.
Accel Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 9 quarters since.
Accel Wealth Management's Janus Henderson AAA CLO ETF position peaked at $5.17M in Q1 2026.
351 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.