CIA
JAAA icon

Concurrent Investment Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Concurrent Investment 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
Q1 		$15.8M Buy
314,389
+7,161
+2% +$362K 0.17% 130
2025
Q4 		$15.5M Sell
307,228
-371
-0.1% -$18.8K 0.18% 123
2025
Q3 		$15.6M Buy
307,599
+22,975
+8% +$1.16M 0.27% 78
2025
Q2 		$14.4M Buy
284,624
+44,955
+19% +$2.27M 0.28% 80
2025
Q1 		$12.2M Buy
239,669
+104,222
+77% +$5.29M 0.29% 76
2024
Q4 		$6.87M Buy
135,447
+26,886
+25% +$1.37M 0.18% 112
2024
Q3 		$5.52M Buy
108,561
+72,770
+203% +$3.69M 0.16% 136
2024
Q2 		$1.82M Buy
35,791
+12,693
+55% +$644K 0.06% 297
2024
Q1 		$1.17M Buy
+23,098
New +$1.17M 0.05% 348

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's JAAA Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 2.3% in Q1 2026, buying an estimated $362K and bringing the position to 314,389 shares worth $15.8M. The position accounts for 0.17% of the portfolio, ranked #130.

Concurrent Investment Advisors first reported a position in JAAA in Q1 2024 and has held it in 9 quarters since. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Concurrent Investment Advisors held 314,389 shares of Janus Henderson AAA CLO ETF worth $15.8M as of Q1 2026.
  • Concurrent Investment Advisors bought 7,161 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $362K.
  • Janus Henderson AAA CLO ETF made up 0.17% of Concurrent Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • Concurrent Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 9 quarters since.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.