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BlueChip Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

BlueChip 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
Q1 		– Sell
-13,373
Closed -$676K – 159
2025
Q4 		$676K Sell
13,373
-14,165
-51% -$717K 0.28% 61
2025
Q3 		$1.4M Sell
27,538
-6,765
-20% -$343K 0.6% 37
2025
Q2 		$1.74M Sell
34,303
-20,228
-37% -$1.02M 0.78% 32
2025
Q1 		$2.77M Sell
54,531
-27,709
-34% -$1.41M 1.36% 20
2024
Q4 		$4.17M Buy
82,240
+7,173
+10% +$364K 2.31% 14
2024
Q3 		$3.82M Buy
75,067
+13,987
+23% +$710K 2% 14
2024
Q2 		$3.11M Buy
+61,080
New +$3.1M 1.83% 15

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlueChip Wealth Advisors's JAAA Position: Q1 2026 in Review

BlueChip Wealth Advisors sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2026, closing a stake of 13,373 shares — an estimated $676K sold.

BlueChip Wealth Advisors first reported a position in JAAA in Q2 2024 and held it in 7 quarters. The position peaked at $4.17M in Q4 2024. 839 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • BlueChip Wealth Advisors reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2026 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 13,373 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $676K.
  • BlueChip Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and held it in 7 quarters.
  • BlueChip Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $4.17M in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.