AA
JAAA icon

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

Axiom Advisory’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
2024
Q3 		$880K Buy
17,344
+271
+2% +$13.8K 0.01% 172
2024
Q2 		$866K Buy
+17,073
New +$866K 0.01% 166

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Axiom Advisory's JAAA Position: Q3 2024 in Review

Axiom Advisory increased its Janus Henderson AAA CLO ETF (JAAA) stake by 1.6% in Q3 2024, buying an estimated $13.8K and bringing the position to 17,344 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #172.

Axiom Advisory first reported a position in JAAA in Q2 2024 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold JAAA as of Q3 2024.

  • Axiom Advisory held 17,344 shares of Janus Henderson AAA CLO ETF worth $880K as of Q3 2024.
  • Axiom Advisory bought 271 Janus Henderson AAA CLO ETF shares in Q3 2024, an estimated $13.8K.
  • Janus Henderson AAA CLO ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #172 holding.
  • Axiom Advisory first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.