CWA
JAAA icon

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

Clearview 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
2025
Q4 		$6.84M Buy
135,166
+9,667
+8% +$489K 4.33% 5
2025
Q3 		$6.37M Buy
125,499
+9,259
+8% +$469K 4.08% 5
2025
Q2 		$5.9M Sell
116,240
-1,258
-1% -$63.5K 4.11% 5
2025
Q1 		$5.96M Buy
117,498
+84,908
+261% +$4.31M 4.45% 6
2024
Q4 		$1.65M Buy
+32,590
New +$1.66M 1.26% 20

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Clearview Wealth Advisors's JAAA Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 7.7% in Q4 2025, buying an estimated $489K and bringing the position to 135,166 shares worth $6.84M. The position accounts for 4.33% of the portfolio, ranked #5.

Clearview Wealth Advisors first reported a position in JAAA in Q4 2024 and has held it in 5 quarters since. 843 funds tracked by Wall St. Rank hold JAAA as of Q4 2025.

  • Clearview Wealth Advisors held 135,166 shares of Janus Henderson AAA CLO ETF worth $6.84M as of Q4 2025.
  • Clearview Wealth Advisors bought 9,667 Janus Henderson AAA CLO ETF shares in Q4 2025, an estimated $489K.
  • Janus Henderson AAA CLO ETF made up 4.33% of Clearview Wealth Advisors's portfolio in Q4 2025, its #5 holding.
  • Clearview Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 5 quarters since.
  • 843 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.