Bright Futures Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Bright Futures Wealth Management’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	$1.5M	Buy	29,789 +7,896	+36%	+$400K	1.03%	26
2025 Q4	$1.11M	Buy	21,893 +5,035	+30%	+$255K	0.82%	44
2025 Q3	$856K	Buy	+16,858	New	+$854K	0.67%	51
2025 Q1	$438K	Buy	8,713 +4,666	+115%	+$237K	0.48%	65
2024 Q4	$206K	Sell	4,047 -25,691	-86%	-$1.3M	0.18%	116
2024 Q3	$1.51M	Buy	29,738 +7,747	+35%	+$393K	0.73%	31
2024 Q2	$1.11M	Buy	21,991 +918	+4%	+$46.6K	0.6%	44
2024 Q1	$1.07M	Buy	+21,073	New	+$1.07M	0.58%	46

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bright Futures Wealth Management's JAAA Position: Q1 2026 in Review

Bright Futures Wealth Management increased its Janus Henderson AAA CLO ETF (JAAA) stake by 36% in Q1 2026, buying an estimated $400K and bringing the position to 29,789 shares worth $1.5M. The position accounts for 1.03% of the portfolio, ranked #26.

Bright Futures Wealth Management first reported a position in JAAA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2024. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

Bright Futures Wealth Management held 29,789 shares of Janus Henderson AAA CLO ETF worth $1.5M as of Q1 2026.
Bright Futures Wealth Management bought 7,896 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $400K.
Janus Henderson AAA CLO ETF made up 1.03% of Bright Futures Wealth Management's portfolio in Q1 2026, its #26 holding.
Bright Futures Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 8 quarters since.
Bright Futures Wealth Management's Janus Henderson AAA CLO ETF position peaked at $1.51M in Q3 2024.
838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.