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 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 $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cyndeo Wealth Partners's JAAA Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 6.4% in Q1 2026, selling an estimated $30.7K and leaving 8,923 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #341.

Cyndeo Wealth Partners first reported a position in JAAA in Q3 2024 and has held it in 7 quarters since. The position peaked at $504K in Q3 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

Cyndeo Wealth Partners held 8,923 shares of Janus Henderson AAA CLO ETF worth $449K as of Q1 2026.
Cyndeo Wealth Partners sold 606 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $30.7K.
Janus Henderson AAA CLO ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #341 holding.
Cyndeo Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 7 quarters since.
Cyndeo Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $504K in Q3 2025.
838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.