Betterment LLC’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Betterment LLC’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	$1.76M	Buy	34,791 +3,293	+10%	+$167K	﹤0.01%	266
2026 Q1	$1.59M	Buy	31,498 +11,758	+60%	+$595K	﹤0.01%	265
2025 Q4	$998K	Buy	19,740 +1,270	+7%	+$64.3K	﹤0.01%	299
2025 Q3	$938K	Sell	18,470 -3,582	-16%	-$182K	﹤0.01%	294
2025 Q2	$1.12M	Buy	22,052 +1,989	+10%	+$100K	﹤0.01%	268
2025 Q1	$1.02M	Buy	20,063 +1,107	+6%	+$56.2K	﹤0.01%	252
2024 Q4	$961K	Buy	18,956 +847	+5%	+$43K	﹤0.01%	254
2024 Q3	$921K	Buy	18,109 +3,190	+21%	+$162K	﹤0.01%	247
2024 Q2	$759K	Buy	+14,919	New	+$757K	﹤0.01%	246

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's JAAA Position: Q2 2026 in Review

Betterment LLC increased its Janus Henderson AAA CLO ETF (JAAA) stake by 10% in Q2 2026, buying an estimated $167K and bringing the position to 34,791 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Betterment LLC first reported a position in JAAA in Q2 2024 and has held it in 9 quarters since. 901 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Betterment LLC held 34,791 shares of Janus Henderson AAA CLO ETF worth $1.76M as of Q2 2026.
Betterment LLC bought 3,293 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $167K.
Janus Henderson AAA CLO ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #266 holding.
Betterment LLC first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 9 quarters since.
901 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.