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Crumly & Associates’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Crumly & Associates’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 		$13.9M Buy
276,101
+5,293
+2% +$268K 2.67% 9
2026
Q1 		$13.6M Buy
270,808
+180,547
+200% +$9.14M 2.87% 8
2025
Q4 		$4.57M Sell
90,261
-6,559
-7% -$332K 0.96% 34
2025
Q3 		$4.92M Sell
96,820
-173
-0.2% -$8.77K 1.08% 28
2025
Q2 		$4.92M Sell
96,993
-3,958
-4% -$200K 1.2% 27
2025
Q1 		$5.12M Sell
100,951
-5,695
-5% -$289K 1.41% 24
2024
Q4 		$5.41M Sell
106,646
-4,511
-4% -$229K 1.47% 21
2024
Q3 		$5.66M Sell
111,157
-24,381
-18% -$1.24M 1.56% 22
2024
Q2 		$6.9M Sell
135,538
-20,627
-13% -$1.05M 1.99% 17
2024
Q1 		$7.92M Buy
156,165
+1,340
+0.9% +$67.7K 2.08% 15
2023
Q4 		$7.79M Sell
154,825
-70,689
-31% -$3.55M 2.27% 16
2023
Q3 		$11.4M Buy
+225,514
New +$11.3M 4.46% 3

Other funds holding JAAA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Crumly & Associates's JAAA Position: Q2 2026 in Review

Crumly & Associates increased its Janus Henderson AAA CLO ETF (JAAA) stake by 2% in Q2 2026, buying an estimated $268K and bringing the position to 276,101 shares worth $13.9M. The position accounts for 2.67% of the portfolio, ranked #9.

Crumly & Associates first reported a position in JAAA in Q3 2023 and has held it in 12 quarters since. 438 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Crumly & Associates held 276,101 shares of Janus Henderson AAA CLO ETF worth $13.9M as of Q2 2026.
  • Crumly & Associates bought 5,293 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $268K.
  • Janus Henderson AAA CLO ETF made up 2.67% of Crumly & Associates's portfolio in Q2 2026, its #9 holding.
  • Crumly & Associates first reported a position in Janus Henderson AAA CLO ETF in Q3 2023 and has held it in 12 quarters since.
  • 438 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.