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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
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

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Core Wealth Partners's JAAA Position: Q2 2026 in Review

Core Wealth Partners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 37% in Q2 2026, buying an estimated $1.14M and bringing the position to 84,109 shares worth $4.25M. The position accounts for 1.81% of the portfolio, ranked #10.

Core Wealth Partners first reported a position in JAAA in Q3 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Core Wealth Partners held 84,109 shares of Janus Henderson AAA CLO ETF worth $4.25M as of Q2 2026.
  • Core Wealth Partners bought 22,495 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.14M.
  • Janus Henderson AAA CLO ETF made up 1.81% of Core Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Core Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 8 quarters since.
  • 309 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.