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Cooper Financial Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Cooper Financial Group’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 		$3.34M Buy
66,276
+931
+1% +$47.1K 0.27% 66
2026
Q2 		$3.3M Buy
65,345
+695
+1% +$35.2K 0.27% 64
2026
Q1 		$3.26M Buy
64,650
+4,202
+7% +$213K 0.33% 54
2025
Q4 		$3.06M Buy
60,448
+11,554
+24% +$585K 0.33% 50
2025
Q3 		$2.48M Buy
48,894
+10,421
+27% +$528K 0.27% 60
2025
Q2 		$1.95M Sell
38,473
-32
-0.1% -$1.62K 0.23% 85
2025
Q1 		$1.95M Buy
38,505
+2,700
+8% +$137K 0.26% 80
2024
Q4 		$1.82M Buy
35,805
+8,559
+31% +$435K 0.22% 87
2024
Q3 		$1.39M Buy
27,246
+15,039
+123% +$763K 0.18% 101
2024
Q2 		$621K Buy
+12,207
New +$619K 0.09% 192

Other funds holding JAAA

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Cooper Financial Group's JAAA Position: Q3 2026 in Review

Cooper Financial Group increased its Janus Henderson AAA CLO ETF (JAAA) stake by 1.4% in Q3 2026, buying an estimated $47.1K and bringing the position to 66,276 shares worth $3.34M. The position accounts for 0.27% of the portfolio, ranked #66.

Cooper Financial Group first reported a position in JAAA in Q2 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Cooper Financial Group held 66,276 shares of Janus Henderson AAA CLO ETF worth $3.34M as of Q3 2026.
  • Cooper Financial Group bought 931 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $47.1K.
  • Janus Henderson AAA CLO ETF made up 0.27% of Cooper Financial Group's portfolio in Q3 2026, its #66 holding.
  • Cooper Financial Group first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 10 quarters since.
  • 49 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.