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Burney Company’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Burney Company’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 		– Sell
-4,840
Closed -$244K – 633
2026
Q1 		$244K Sell
4,840
-590
-11% -$29.9K 0.01% 538
2025
Q4 		$275K Buy
5,430
+765
+16% +$38.7K 0.01% 540
2025
Q3 		$237K Sell
4,665
-5
-0.1% -$253 0.01% 544
2025
Q2 		$237K Buy
+4,670
New +$236K 0.01% 533

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

Burney Company's JAAA Position: Q2 2026 in Review

Burney Company sold out of Janus Henderson AAA CLO ETF (JAAA) in Q2 2026, closing a stake of 4,840 shares — an estimated $244K sold.

Burney Company first reported a position in JAAA in Q2 2025 and held it in 4 quarters. The position peaked at $275K in Q4 2025. 171 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Burney Company reported no remaining Janus Henderson AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 4,840 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $244K.
  • Burney Company first reported a position in Janus Henderson AAA CLO ETF in Q2 2025 and held it in 4 quarters.
  • Burney Company's Janus Henderson AAA CLO ETF position peaked at $275K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.