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Berman McAleer’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Berman McAleer’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 		$1.29M Buy
25,587
+1,515
+6% +$76.6K 0.15% 54
2026
Q1 		$1.21M Buy
24,072
+8,170
+51% +$414K 0.17% 52
2025
Q4 		$804K Buy
15,902
+1,000
+7% +$50.6K 0.11% 70
2025
Q3 		$757K Buy
+14,902
New +$755K 0.11% 72

Other funds holding JAAA

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Berman McAleer's JAAA Position: Q2 2026 in Review

Berman McAleer increased its Janus Henderson AAA CLO ETF (JAAA) stake by 6.3% in Q2 2026, buying an estimated $76.6K and bringing the position to 25,587 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #54.

Berman McAleer first reported a position in JAAA in Q3 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Berman McAleer held 25,587 shares of Janus Henderson AAA CLO ETF worth $1.29M as of Q2 2026.
  • Berman McAleer bought 1,515 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $76.6K.
  • Janus Henderson AAA CLO ETF made up 0.15% of Berman McAleer's portfolio in Q2 2026, its #54 holding.
  • Berman McAleer first reported a position in Janus Henderson AAA CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.