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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
Q3 		$14.4M Buy
285,220
+9,119
+3% +$461K 2.55% 9
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Crumly & Associates's JAAA Position: Q3 2026 in Review

Crumly & Associates increased its Janus Henderson AAA CLO ETF (JAAA) stake by 3.3% in Q3 2026, buying an estimated $461K and bringing the position to 285,220 shares worth $14.4M. The position accounts for 2.55% of the portfolio, ranked #9.

Crumly & Associates first reported a position in JAAA in Q3 2023 and has held it in 13 quarters since. 661 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Crumly & Associates held 285,220 shares of Janus Henderson AAA CLO ETF worth $14.4M as of Q3 2026.
  • Crumly & Associates bought 9,119 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $461K.
  • Janus Henderson AAA CLO ETF made up 2.55% of Crumly & Associates's portfolio in Q3 2026, its #9 holding.
  • Crumly & Associates first reported a position in Janus Henderson AAA CLO ETF in Q3 2023 and has held it in 13 quarters since.
  • 661 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.