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Cornerstone Wealth Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Cornerstone Wealth 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
Q1 		$3.53M Buy
69,836
+15,364
+28% +$778K 0.23% 108
2025
Q4 		$2.76M Buy
54,472
+1,773
+3% +$89.7K 0.19% 108
2025
Q3 		$2.68M Sell
52,699
-73,565
-58% -$3.73M 0.18% 106
2025
Q2 		$6.41M Sell
126,264
-1,447
-1% -$73.1K 0.48% 58
2025
Q1 		$6.48M Buy
127,711
+10,709
+9% +$544K 0.54% 54
2024
Q4 		$5.93M Buy
117,002
+6,635
+6% +$337K 0.48% 52
2024
Q3 		$5.62M Sell
110,367
-237,047
-68% -$12M 0.46% 55
2024
Q2 		$17.7M Buy
347,414
+3,295
+1% +$167K 1.57% 11
2024
Q1 		$17.5M Buy
344,119
+4,945
+1% +$250K 1.61% 9
2023
Q4 		$17.1M Sell
339,174
-8,157
-2% -$410K 2.44% 7
2023
Q3 		$17.5M Buy
347,331
+7,150
+2% +$358K 3.1% 6
2023
Q2 		$17M Buy
340,181
+14,166
+4% +$703K 3.07% 4
2023
Q1 		$16.1M Buy
+326,015
New +$16.2M 2.87% 6

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

Cornerstone Wealth Group's JAAA Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Janus Henderson AAA CLO ETF (JAAA) stake by 28% in Q1 2026, buying an estimated $778K and bringing the position to 69,836 shares worth $3.53M. The position accounts for 0.23% of the portfolio, ranked #108.

Cornerstone Wealth Group first reported a position in JAAA in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.7M in Q2 2024. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Cornerstone Wealth Group held 69,836 shares of Janus Henderson AAA CLO ETF worth $3.53M as of Q1 2026.
  • Cornerstone Wealth Group bought 15,364 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $778K.
  • Janus Henderson AAA CLO ETF made up 0.23% of Cornerstone Wealth Group's portfolio in Q1 2026, its #108 holding.
  • Cornerstone Wealth Group first reported a position in Janus Henderson AAA CLO ETF in Q1 2023 and has held it in 13 quarters since.
  • Cornerstone Wealth Group's Janus Henderson AAA CLO ETF position peaked at $17.7M in Q2 2024.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.