BRWA
JAAA icon

B. Riley Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

B. Riley 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 		$2.35M Buy
46,381
+1,913
+4% +$96.8K 0.13% 160
2026
Q1 		$2.25M Buy
44,468
+6,193
+16% +$313K 0.14% 152
2025
Q4 		$1.94M Buy
38,275
+1,386
+4% +$70.1K 0.09% 211
2025
Q3 		$1.87M Buy
36,889
+514
+1% +$26.1K 0.09% 217
2025
Q2 		$1.85M Buy
+36,375
New +$1.84M 0.09% 224
2024
Q4 		$733K Sell
14,464
-214
-1% -$10.9K 0.02% 550
2024
Q3 		$747K Sell
14,678
-30,543
-68% -$1.55M 0.02% 590
2024
Q2 		$2.3M Buy
45,221
+17,927
+66% +$909K 0.06% 309
2024
Q1 		$1.37M Sell
27,294
-6,957
-20% -$352K 0.04% 437
2023
Q4 		$1.72M Buy
34,251
+6,957
+25% +$349K 0.05% 393
2023
Q3 		$1.37M Buy
27,294
+5,095
+23% +$255K 0.04% 437
2023
Q2 		$1.11M Buy
22,199
+1,555
+8% +$77.1K 0.02% 534
2023
Q1 		$1.02M Sell
20,644
-4,440
-18% -$220K 0.03% 532
2022
Q4 		$1.24M Buy
25,084
+11,263
+81% +$552K 0.03% 464
2022
Q3 		$680K Buy
+13,821
New +$680K 0.02% 642

Other funds holding JAAA

GT
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

B. Riley Wealth Advisors's JAAA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 4.3% in Q2 2026, buying an estimated $96.8K and bringing the position to 46,381 shares worth $2.35M. The position accounts for 0.13% of the portfolio, ranked #160.

B. Riley Wealth Advisors first reported a position in JAAA in Q3 2022 and has held it in 15 quarters since. 207 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • B. Riley Wealth Advisors held 46,381 shares of Janus Henderson AAA CLO ETF worth $2.35M as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,913 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $96.8K.
  • Janus Henderson AAA CLO ETF made up 0.13% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • B. Riley Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q3 2022 and has held it in 15 quarters since.
  • 207 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.