Core Wealth Partners
JAAA icon

Core Wealth Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Core Wealth Partners’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 		$6.36M Buy
125,943
+41,834
+50% +$2.12M 2.6% 4
2026
Q2 		$4.25M Buy
84,109
+22,495
+37% +$1.14M 1.81% 10
2026
Q1 		$3.1M Buy
61,614
+9,205
+18% +$466K 1.44% 16
2025
Q4 		$2.65M Buy
52,409
+1,153
+2% +$58.4K 1.19% 20
2025
Q3 		$2.6M Buy
51,256
+1,758
+4% +$89.1K 1.19% 20
2025
Q2 		$2.51M Sell
49,498
-16,891
-25% -$853K 1.27% 19
2025
Q1 		$3.37M Buy
66,389
+39,161
+144% +$1.99M 1.96% 8
2024
Q4 		$1.38M Buy
27,228
+4,480
+20% +$228K 0.79% 30
2024
Q3 		$1.16M Buy
+22,748
New +$1.15M 0.7% 35

Other funds holding JAAA

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Arch Capital Group
Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Core Wealth Partners's JAAA Position: Q3 2026 in Review

Core Wealth Partners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 50% in Q3 2026, buying an estimated $2.12M and bringing the position to 125,943 shares worth $6.36M. The position accounts for 2.6% of the portfolio, ranked #4.

Core Wealth Partners first reported a position in JAAA in Q3 2024 and has held it in 9 quarters since. 545 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Core Wealth Partners held 125,943 shares of Janus Henderson AAA CLO ETF worth $6.36M as of Q3 2026.
  • Core Wealth Partners bought 41,834 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $2.12M.
  • Janus Henderson AAA CLO ETF made up 2.6% of Core Wealth Partners's portfolio in Q3 2026, its #4 holding.
  • Core Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 9 quarters since.
  • 545 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.