Altus Wealth Group
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Altus Wealth Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Altus Wealth Group’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 		$219K Sell
4,348
-487
-10% -$24.6K 0.08% 135
2026
Q2 		$244K Buy
+4,835
New +$245K 0.09% 130

Other funds holding JAAA

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Altus Wealth Group's JAAA Position: Q3 2026 in Review

Altus Wealth Group reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 10% in Q3 2026, selling an estimated $24.6K and leaving 4,348 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #135.

Altus Wealth Group first reported a position in JAAA in Q2 2026 and has held it in 2 quarters since. The position peaked at $244K in Q2 2026. 307 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Altus Wealth Group held 4,348 shares of Janus Henderson AAA CLO ETF worth $219K as of Q3 2026.
  • Altus Wealth Group sold 487 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $24.6K.
  • Janus Henderson AAA CLO ETF made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #135 holding.
  • Altus Wealth Group first reported a position in Janus Henderson AAA CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • Altus Wealth Group's Janus Henderson AAA CLO ETF position peaked at $244K in Q2 2026.
  • 307 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.