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Client First Investment Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Client First Investment 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
Q3 		$862K Sell
17,081
-972
-5% -$49.2K 0.41% 22
2026
Q2 		$911K Buy
+18,053
New +$913K 0.38% 25

Other funds holding JAAA

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Client First Investment Management's JAAA Position: Q3 2026 in Review

Client First Investment Management reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 5.4% in Q3 2026, selling an estimated $49.2K and leaving 17,081 shares worth $862K. The position accounts for 0.41% of the portfolio, ranked #22.

Client First Investment Management first reported a position in JAAA in Q2 2026 and has held it in 2 quarters since. The position peaked at $911K in Q2 2026. 137 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Client First Investment Management held 17,081 shares of Janus Henderson AAA CLO ETF worth $862K as of Q3 2026.
  • Client First Investment Management sold 972 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $49.2K.
  • Janus Henderson AAA CLO ETF made up 0.41% of Client First Investment Management's portfolio in Q3 2026, its #22 holding.
  • Client First Investment Management first reported a position in Janus Henderson AAA CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • Client First Investment Management's Janus Henderson AAA CLO ETF position peaked at $911K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.