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Consolidated Planning Corp’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Consolidated Planning Corp’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 		– Sell
-117,420
Closed -$5.94M – 173
2025
Q4 		$5.94M Buy
117,420
+1,090
+0.9% +$55.2K 0.6% 50
2025
Q3 		$5.91M Buy
116,330
+3,922
+3% +$199K 0.62% 47
2025
Q2 		$5.7M Buy
112,408
+325
+0.3% +$16.4K 0.72% 47
2025
Q1 		$5.68M Buy
112,083
+4,217
+4% +$214K 0.78% 42
2024
Q4 		$5.47M Buy
107,866
+2,784
+3% +$141K 0.74% 46
2024
Q3 		$5.35M Buy
105,082
+21,862
+26% +$1.11M 0.8% 44
2024
Q2 		$4.23M Buy
83,220
+4,111
+5% +$208K 0.7% 49
2024
Q1 		$4.01M Buy
79,109
+1,093
+1% +$55.3K 0.69% 51
2023
Q4 		$3.92M Sell
78,016
-5,126
-6% -$257K 0.73% 43
2023
Q3 		$4.18M Buy
83,142
+967
+1% +$48.4K 0.93% 35
2023
Q2 		$4.1M Buy
82,175
+2,490
+3% +$124K 0.86% 37
2023
Q1 		$3.95M Buy
79,685
+15,186
+24% +$754K 1.02% 32
2022
Q4 		$3.18M Buy
+64,499
New +$3.16M 0.88% 34

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

Consolidated Planning Corp's JAAA Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2026, closing a stake of 117,420 shares — an estimated $5.94M sold.

Consolidated Planning Corp first reported a position in JAAA in Q4 2022 and held it in 13 quarters. The position peaked at $5.94M in Q4 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 117,420 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $5.94M.
  • Consolidated Planning Corp first reported a position in Janus Henderson AAA CLO ETF in Q4 2022 and held it in 13 quarters.
  • Consolidated Planning Corp's Janus Henderson AAA CLO ETF position peaked at $5.94M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.