Congress Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
12,635
+4,165
+49% +$210K 0.01% 843
2025
Q1
$430K Buy
8,470
+726
+9% +$36.9K 0.01% 856
2024
Q4
$393K Sell
7,744
-1,666
-18% -$84.6K 0.01% 697
2024
Q3
$479K Sell
9,410
-1,844
-16% -$93.6K 0.01% 640
2024
Q2
$573K Sell
11,254
-51,843
-82% -$2.63M 0.01% 516
2024
Q1
$3.2M Sell
63,097
-687,328
-92% -$34.7M 0.06% 268
2023
Q4
$37.7M Buy
750,425
+3,031
+0.4% +$152K 0.69% 29
2023
Q3
$37.6M Buy
747,394
+12,638
+2% +$633K 0.78% 25
2023
Q2
$36.6M Sell
734,756
-11,035
-1% -$547K 0.85% 26
2023
Q1
$36.9M Buy
745,791
+267,450
+56% +$13.3M 0.89% 24
2022
Q4
$23.6M Sell
478,341
-32,083
-6% -$1.57M 0.61% 36
2022
Q3
$25.1M Buy
510,424
+874
+0.2% +$43K 0.68% 30
2022
Q2
$25M Sell
509,550
-149,565
-23% -$7.43M 0.64% 34
2022
Q1
$33.1M Sell
659,115
-13,793
-2% -$694K 0.72% 26
2021
Q4
$33.9M Buy
+672,908
New +$34M 0.67% 32

Other funds holding JAAA

Congress Wealth Management's JAAA Position: Q2 2025 in Review

Congress Wealth Management increased its Janus Henderson AAA CLO ETF (JAAA) stake by 49% in Q2 2025, buying an estimated $210K and bringing the position to 12,635 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #843.

Congress Wealth Management first reported a position in JAAA in Q4 2021 and has held it in 15 quarters since. The position peaked at $37.7M in Q4 2023. 771 funds tracked by Wall St. Rank hold JAAA as of Q2 2025.

  • Congress Wealth Management held 12,635 shares of Janus Henderson AAA CLO ETF worth $641K as of Q2 2025.
  • Congress Wealth Management bought 4,165 Janus Henderson AAA CLO ETF shares in Q2 2025, an estimated $210K.
  • Janus Henderson AAA CLO ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #843 holding.
  • Congress Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Janus Henderson AAA CLO ETF position peaked at $37.7M in Q4 2023.
  • 771 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.