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Comprehensive Financial Consultants Institutional’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$232K Sell
4,597
-2,066
-31% -$105K 0.06% 193
2026
Q1 		$336K Sell
6,663
-612
-8% -$31K 0.1% 155
2025
Q4 		$368K Buy
7,275
+1,718
+31% +$86.9K 0.11% 141
2025
Q3 		$282K Buy
+5,557
New +$282K 0.09% 161

Other funds holding JAAA

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's JAAA Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 31% in Q2 2026, selling an estimated $105K and leaving 4,597 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #193.

Comprehensive Financial Consultants Institutional first reported a position in JAAA in Q3 2025 and has held it in 4 quarters since. The position peaked at $368K in Q4 2025. 207 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 4,597 shares of Janus Henderson AAA CLO ETF worth $232K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 2,066 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $105K.
  • Janus Henderson AAA CLO ETF made up 0.06% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #193 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Janus Henderson AAA CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Comprehensive Financial Consultants Institutional's Janus Henderson AAA CLO ETF position peaked at $368K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.