Beacon Financial Strategies’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Beacon Financial Strategies’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	$59.6K	Buy	+1,181	New	+$59.8K	0.03%	84

Other funds holding JAAA

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

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

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

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Beacon Financial Strategies's JAAA Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q2 2026: 1,181 shares worth $59.6K. The stake represents 0.03% of the portfolio and ranks #84 among its holdings.

144 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Beacon Financial Strategies held 1,181 shares of Janus Henderson AAA CLO ETF worth $59.6K as of Q2 2026.
Janus Henderson AAA CLO ETF was a new Beacon Financial Strategies position in Q2 2026.
Janus Henderson AAA CLO ETF made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #84 holding.
144 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.