Avantax Advisory Services’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.48M Buy
68,486
+3,801
+6% +$192K 0.02% 571
2025
Q1
$3.28M Buy
64,685
+15,737
+32% +$799K 0.02% 551
2024
Q4
$2.48M Buy
48,948
+10,637
+28% +$540K 0.02% 623
2024
Q3
$1.95M Buy
38,311
+12,996
+51% +$660K 0.01% 711
2024
Q2
$1.29M Buy
25,315
+1,444
+6% +$73.2K 0.01% 857
2024
Q1
$1.21M Buy
23,871
+10,862
+83% +$549K 0.01% 684
2023
Q4
$654K Buy
13,009
+4,469
+52% +$224K 0.01% 874
2023
Q3
$430K Buy
+8,540
New +$428K ﹤0.01% 1011

Other funds holding JAAA

Avantax Advisory Services's JAAA Position: Q2 2025 in Review

Avantax Advisory Services increased its Janus Henderson AAA CLO ETF (JAAA) stake by 5.9% in Q2 2025, buying an estimated $192K and bringing the position to 68,486 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #571.

Avantax Advisory Services first reported a position in JAAA in Q3 2023 and has held it in 8 quarters since. 771 funds tracked by Wall St. Rank hold JAAA as of Q2 2025.

  • Avantax Advisory Services held 68,486 shares of Janus Henderson AAA CLO ETF worth $3.48M as of Q2 2025.
  • Avantax Advisory Services bought 3,801 Janus Henderson AAA CLO ETF shares in Q2 2025, an estimated $192K.
  • Janus Henderson AAA CLO ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #571 holding.
  • Avantax Advisory Services first reported a position in Janus Henderson AAA CLO ETF in Q3 2023 and has held it in 8 quarters since.
  • 771 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.