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

Atlas Private 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 Q2	$1.77M	Sell	34,988 -133,733	-79%	-$6.77M	0.39%	45
2026 Q1	$8.5M	Buy	168,721 +484	+0.3%	+$24.5K	2%	18
2025 Q4	$8.51M	Buy	168,237 +12,237	+8%	+$619K	1.99%	21
2025 Q3	$7.92M	Sell	156,000 -64,163	-29%	-$3.25M	1.94%	21
2025 Q2	$11.2M	Sell	220,163 -12,714	-5%	-$642K	1.44%	22
2025 Q1	$11.8M	Sell	232,877 -127,228	-35%	-$6.46M	1.65%	20
2024 Q4	$18.3M	Buy	360,105 +12,000	+3%	+$609K	2.59%	12
2024 Q3	$17.7M	Buy	348,105 +172,791	+99%	+$8.77M	2.57%	11
2024 Q2	$8.92M	Buy	175,314 +93,406	+114%	+$4.74M	1.45%	15
2024 Q1	$4.16M	Buy	+81,908	New	+$4.14M	1.39%	16

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlas Private Wealth Advisors's JAAA Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 79% in Q2 2026, selling an estimated $6.77M and leaving 34,988 shares worth $1.77M. The position accounts for 0.39% of the portfolio, ranked #45.

Atlas Private Wealth Advisors first reported a position in JAAA in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.3M in Q4 2024. 905 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Atlas Private Wealth Advisors held 34,988 shares of Janus Henderson AAA CLO ETF worth $1.77M as of Q2 2026.
Atlas Private Wealth Advisors sold 133,733 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $6.77M.
Janus Henderson AAA CLO ETF made up 0.39% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Atlas Private Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 10 quarters since.
Atlas Private Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $18.3M in Q4 2024.
905 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.