DecisionPoint Financial
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DecisionPoint Financial’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

DecisionPoint Financial’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 		$35.2K Sell
697
-1,649
-70% -$83.4K 0.01% 156
2026
Q2 		$118K Buy
+2,346
New +$119K 0.02% 73
2024
Q2 		– Sell
-2,525
Closed -$128K – 259
2024
Q1 		$128K Buy
+2,525
New +$128K 0.05% 44

Other funds holding JAAA

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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 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
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

DecisionPoint Financial's JAAA Position: Q3 2026 in Review

DecisionPoint Financial reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 70% in Q3 2026, selling an estimated $83.4K and leaving 697 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #156.

DecisionPoint Financial first reported a position in JAAA in Q1 2024 and has held it in 3 quarters since. The position peaked at $128K in Q1 2024. 351 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • DecisionPoint Financial held 697 shares of Janus Henderson AAA CLO ETF worth $35.2K as of Q3 2026.
  • DecisionPoint Financial sold 1,649 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $83.4K.
  • Janus Henderson AAA CLO ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #156 holding.
  • DecisionPoint Financial first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 3 quarters since.
  • DecisionPoint Financial's Janus Henderson AAA CLO ETF position peaked at $128K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.