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Colton Groome Financial Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Colton Groome Financial 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
2026
Q3 		$528K Hold
10,466
– – 0.12% 90
2026
Q2 		$528K Buy
+10,466
New +$530K 0.13% 94

Other funds holding JAAA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Colton Groome Financial Advisors's JAAA Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Janus Henderson AAA CLO ETF (JAAA) position steady in Q3 2026 at 10,466 shares worth $528K. The position accounts for 0.12% of the portfolio, ranked #90.

Colton Groome Financial Advisors first reported a position in JAAA in Q2 2026 and has held it in 2 quarters since. The position peaked at $528K in Q2 2026. 9 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Colton Groome Financial Advisors held 10,466 shares of Janus Henderson AAA CLO ETF worth $528K as of Q3 2026.
  • Colton Groome Financial Advisors left its Janus Henderson AAA CLO ETF share count unchanged in Q3 2026.
  • Janus Henderson AAA CLO ETF made up 0.12% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #90 holding.
  • Colton Groome Financial Advisors first reported a position in Janus Henderson AAA CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • Colton Groome Financial Advisors's Janus Henderson AAA CLO ETF position peaked at $528K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.