Creative Financial Designs’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Creative Financial Designs’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	$1.55M	Buy	30,648 +2,870	+10%	+$145K	0.07%	221
2026 Q1	$1.4M	Buy	27,778 +827	+3%	+$41.9K	0.09%	191
2025 Q4	$1.36M	Sell	26,951 -2,094	-7%	-$106K	0.09%	194
2025 Q3	$1.47M	Buy	29,045 +2,317	+9%	+$117K	0.1%	179
2025 Q2	$1.36M	Buy	26,728 +2,115	+9%	+$107K	0.1%	179
2025 Q1	$1.25M	Buy	+24,613	New	+$1.25M	0.1%	167

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Financial Designs's JAAA Position: Q2 2026 in Review

Creative Financial Designs increased its Janus Henderson AAA CLO ETF (JAAA) stake by 10% in Q2 2026, buying an estimated $145K and bringing the position to 30,648 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #221.

Creative Financial Designs first reported a position in JAAA in Q1 2025 and has held it in 6 quarters since. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Creative Financial Designs held 30,648 shares of Janus Henderson AAA CLO ETF worth $1.55M as of Q2 2026.
Creative Financial Designs bought 2,870 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $145K.
Janus Henderson AAA CLO ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #221 holding.
Creative Financial Designs first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.