Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Carson Wealth (CWM 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
Q1 		$263K Sell
5,212
-630
-11% -$31.9K ﹤0.01% 2492
2025
Q4 		$295K Sell
5,842
-284
-5% -$14.4K ﹤0.01% 2272
2025
Q3 		$311K Buy
6,126
+545
+10% +$27.6K ﹤0.01% 2103
2025
Q2 		$283K Sell
5,581
-1,712
-23% -$86.4K ﹤0.01% 1909
2025
Q1 		$370K Sell
7,293
-964
-12% -$49K ﹤0.01% 1573
2024
Q4 		$419K Sell
8,257
-352
-4% -$17.9K ﹤0.01% 1458
2024
Q3 		$438K Sell
8,609
-556
-6% -$28.2K ﹤0.01% 1373
2024
Q2 		$466K Sell
9,165
-670
-7% -$34K ﹤0.01% 1217
2024
Q1 		$499K Sell
9,835
-1,088
-10% -$55K ﹤0.01% 1144
2023
Q4 		$549K Sell
10,923
-619
-5% -$31.1K ﹤0.01% 1030
2023
Q3 		$581K Sell
11,542
-785
-6% -$39.3K ﹤0.01% 935
2023
Q2 		$615K Sell
12,327
-1,115
-8% -$55.3K ﹤0.01% 872
2023
Q1 		$666K Buy
13,442
+2,069
+18% +$103K ﹤0.01% 796
2022
Q4 		$560K Buy
11,373
+713
+7% +$35K ﹤0.01% 770
2022
Q3 		$523K Buy
10,660
+4,260
+67% +$210K ﹤0.01% 735
2022
Q2 		$314K Buy
6,400
+5,977
+1,413% +$297K ﹤0.01% 875
2022
Q1 		$21K Buy
+423
New +$21.3K ﹤0.01% 2051

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

Carson Wealth (CWM LLC)'s JAAA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 11% in Q1 2026, selling an estimated $31.9K and leaving 5,212 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

Carson Wealth (CWM LLC) first reported a position in JAAA in Q1 2022 and has held it in 17 quarters since. The position peaked at $666K in Q1 2023. 839 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,212 shares of Janus Henderson AAA CLO ETF worth $263K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 630 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $31.9K.
  • Janus Henderson AAA CLO ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2492 holding.
  • Carson Wealth (CWM LLC) first reported a position in Janus Henderson AAA CLO ETF in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Janus Henderson AAA CLO ETF position peaked at $666K in Q1 2023.
  • 839 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.