CX Institutional
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CX Institutional’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

CX Institutional’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 		$29.6M Sell
585,687
-83,132
-12% -$4.21M 0.8% 28
2026
Q2 		$33.8M Buy
668,819
+8,968
+1% +$454K 0.97% 21
2026
Q1 		$33.2M Buy
659,851
+10,004
+2% +$506K 1.01% 20
2025
Q4 		$32.9M Buy
649,847
+6,660
+1% +$337K 0.98% 25
2025
Q3 		$32.7M Buy
643,187
+37,124
+6% +$1.88M 0.99% 25
2025
Q2 		$30.8M Sell
606,063
-544,345
-47% -$27.5M 1.07% 22
2025
Q1 		$58.3M Buy
1,150,408
+66,706
+6% +$3.39M 2.2% 3
2024
Q4 		$55M Buy
1,083,702
+334,788
+45% +$17M 2.18% 5
2024
Q3 		$38.1M Buy
748,914
+43,113
+6% +$2.19M 1.69% 6
2024
Q2 		$35.9M Sell
705,801
-20,692
-3% -$1.05M 1.69% 7
2024
Q1 		$36.8M Buy
726,493
+98,618
+16% +$4.99M 1.77% 6
2023
Q4 		$31.6M Sell
627,875
-33,751
-5% -$1.69M 1.69% 6
2023
Q3 		$33.3M Buy
661,626
+80,777
+14% +$4.05M 1.83% 3
2023
Q2 		$29M Sell
580,849
-18,624
-3% -$924K 1.5% 5
2023
Q1 		$29.6M Buy
599,473
+140,460
+31% +$6.97M 1.58% 5
2022
Q4 		$22.6M Buy
459,013
+18,717
+4% +$918K 1.37% 10
2022
Q3 		$21.6M Buy
440,296
+217,252
+97% +$10.7M 1.5% 9
2022
Q2 		$10.9M Sell
223,044
-98,929
-31% -$4.91M 0.83% 26
2022
Q1 		$16.2M Buy
321,973
+29,388
+10% +$1.48M 1.29% 17
2021
Q4 		$14.7M Buy
292,585
+289,584
+9,650% +$14.6M 1.17% 16
2021
Q3 		$152K Buy
+3,001
New +$152K 0.01% 384

Other funds holding JAAA

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CX Institutional's JAAA Position: Q3 2026 in Review

CX Institutional reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 12% in Q3 2026, selling an estimated $4.21M and leaving 585,687 shares worth $29.6M. The position accounts for 0.8% of the portfolio, ranked #28.

CX Institutional first reported a position in JAAA in Q3 2021 and has held it in 21 quarters since. The position peaked at $58.3M in Q1 2025. 210 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • CX Institutional held 585,687 shares of Janus Henderson AAA CLO ETF worth $29.6M as of Q3 2026.
  • CX Institutional sold 83,132 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $4.21M.
  • Janus Henderson AAA CLO ETF made up 0.8% of CX Institutional's portfolio in Q3 2026, its #28 holding.
  • CX Institutional first reported a position in Janus Henderson AAA CLO ETF in Q3 2021 and has held it in 21 quarters since.
  • CX Institutional's Janus Henderson AAA CLO ETF position peaked at $58.3M in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.