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Arkadios Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$3.94M Buy
78,208
+28,734
+58% +$1.45M 0.06% 314
2025
Q4 		$2.5M Buy
49,474
+4,528
+10% +$229K 0.05% 386
2025
Q3 		$2.28M Buy
44,946
+3,192
+8% +$162K 0.05% 362
2025
Q2 		$2.12M Sell
41,754
-2,380
-5% -$120K 0.06% 332
2025
Q1 		$2.24M Buy
44,134
+4,879
+12% +$248K 0.08% 266
2024
Q4 		$1.99M Buy
39,255
+745
+2% +$37.8K 0.11% 188
2024
Q3 		$1.96M Buy
38,510
+6,529
+20% +$331K 0.11% 190
2024
Q2 		$1.63M Buy
+31,981
New +$1.62M 0.11% 193

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's JAAA Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 58% in Q1 2026, buying an estimated $1.45M and bringing the position to 78,208 shares worth $3.94M. The position accounts for 0.06% of the portfolio, ranked #314.

Arkadios Wealth Advisors first reported a position in JAAA in Q2 2024 and has held it in 8 quarters since. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Arkadios Wealth Advisors held 78,208 shares of Janus Henderson AAA CLO ETF worth $3.94M as of Q1 2026.
  • Arkadios Wealth Advisors bought 28,734 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $1.45M.
  • Janus Henderson AAA CLO ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #314 holding.
  • Arkadios Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 8 quarters since.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.