Atwood & Palmer’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Atwood & Palmer’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	$59.1M	Buy	1,170,199 +20,296	+2%	+$1.03M	3.15%	8
2026 Q1	$57.9M	Buy	1,149,903 +43,395	+4%	+$2.2M	3.27%	6
2025 Q4	$56M	Buy	1,106,508 +42,252	+4%	+$2.14M	3.18%	6
2025 Q3	$54M	Buy	1,064,256 +6,899	+0.7%	+$350K	3.17%	7
2025 Q2	$53.7M	Buy	1,057,357 +132,349	+14%	+$6.68M	3.35%	4
2025 Q1	$46.9M	Buy	925,008 +40,502	+5%	+$2.06M	3.25%	3
2024 Q4	$44.9M	Buy	884,506 +53,630	+6%	+$2.72M	3.07%	3
2024 Q3	$42.3M	Buy	830,876 +29,974	+4%	+$1.52M	2.87%	6
2024 Q2	$40.7M	Buy	800,902 +9,278	+1%	+$471K	3.09%	3
2024 Q1	$40.2M	Buy	791,624 +75,964	+11%	+$3.84M	3.05%	3
2023 Q4	$36M	Buy	715,660 +13,979	+2%	+$702K	2.91%	4
2023 Q3	$35.3M	Buy	701,681 +220,679	+46%	+$11.1M	3.1%	3
2023 Q2	$24M	Buy	481,002 +11,351	+2%	+$563K	2.14%	19
2023 Q1	$23.3M	Buy	469,651 +1,467	+0.3%	+$72.8K	2.19%	16
2022 Q4	$23.1M	Buy	468,184 +34,449	+8%	+$1.69M	2.08%	16
2022 Q3	$21.3M	Buy	433,735 +22,501	+5%	+$1.11M	2.11%	15
2022 Q2	$20.2M	Buy	411,234 +2,772	+0.7%	+$138K	1.96%	20
2022 Q1	$20.5M	Buy	408,462 +13,053	+3%	+$657K	1.77%	23
2021 Q4	$19.9M	Buy	395,409 +21,676	+6%	+$1.09M	1.67%	26
2021 Q3	$18.9M	Buy	373,733 +18,612	+5%	+$940K	1.69%	24
2021 Q2	$17.9M	Sell	355,121 -8,507	-2%	-$429K	1.61%	27
2021 Q1	$18.4M	Buy	363,628 +37,952	+12%	+$1.91M	1.77%	26
2020 Q4	$16.4M	Buy	+325,676	New	+$16.3M	1.76%	26

Other funds holding JAAA

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

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

MFG

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Atwood & Palmer's JAAA Position: Q2 2026 in Review

Atwood & Palmer increased its Janus Henderson AAA CLO ETF (JAAA) stake by 1.8% in Q2 2026, buying an estimated $1.03M and bringing the position to 1,170,199 shares worth $59.1M. The position accounts for 3.15% of the portfolio, ranked #8.

Atwood & Palmer first reported a position in JAAA in Q4 2020 and has held it in 23 quarters since. 309 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Atwood & Palmer held 1,170,199 shares of Janus Henderson AAA CLO ETF worth $59.1M as of Q2 2026.
Atwood & Palmer bought 20,296 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.03M.
Janus Henderson AAA CLO ETF made up 3.15% of Atwood & Palmer's portfolio in Q2 2026, its #8 holding.
Atwood & Palmer first reported a position in Janus Henderson AAA CLO ETF in Q4 2020 and has held it in 23 quarters since.
309 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.