Cyndeo Wealth Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Cyndeo Wealth Partners’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	$650K	Buy	12,870 +3,947	+44%	+$200K	0.03%	314
2026 Q1	$449K	Sell	8,923 -606	-6%	-$30.7K	0.02%	341
2025 Q4	$482K	Sell	9,529 -397	-4%	-$20.1K	0.03%	322
2025 Q3	$504K	Buy	9,926 +179	+2%	+$9.07K	0.03%	307
2025 Q2	$495K	Buy	9,747 +310	+3%	+$15.7K	0.03%	306
2025 Q1	$479K	Sell	9,437 -377	-4%	-$19.1K	0.03%	303
2024 Q4	$498K	Buy	9,814 +37	+0.4%	+$1.88K	0.03%	300
2024 Q3	$497K	Buy	+9,777	New	+$496K	0.03%	295

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

Cyndeo Wealth Partners's JAAA Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 44% in Q2 2026, buying an estimated $200K and bringing the position to 12,870 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #314.

Cyndeo Wealth Partners first reported a position in JAAA in Q3 2024 and has held it in 8 quarters since. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Cyndeo Wealth Partners held 12,870 shares of Janus Henderson AAA CLO ETF worth $650K as of Q2 2026.
Cyndeo Wealth Partners bought 3,947 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $200K.
Janus Henderson AAA CLO ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #314 holding.
Cyndeo Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 8 quarters since.
904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.