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

Destiny 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
Q3 		$43.2M Buy
856,369
+133,470
+18% +$6.75M 4.42% 4
2026
Q2 		$36.5M Buy
722,899
+29,135
+4% +$1.47M 5.15% 4
2026
Q1 		$34.9M Sell
693,764
-14,489
-2% -$733K 3.82% 4
2025
Q4 		$36M Sell
708,253
-205,691
-23% -$10.4M 4.13% 4
2025
Q3 		$46.4M Buy
913,944
+45,731
+5% +$2.32M 5.69% 1
2025
Q2 		$44.1M Buy
868,213
+25,073
+3% +$1.27M 5.92% 1
2025
Q1 		$42.8M Buy
843,140
+610,452
+262% +$31M 6.78% 1
2024
Q4 		$11.8M Buy
232,688
+24,453
+12% +$1.24M 1.93% 15
2024
Q3 		$10.6M Buy
208,235
+6,013
+3% +$305K 1.86% 17
2024
Q2 		$10.3M Buy
202,222
+91,950
+83% +$4.66M 1.85% 16
2024
Q1 		$5.6M Sell
110,272
-889
-0.8% -$44.9K 1% 38
2023
Q4 		$5.59M Buy
111,161
+4,216
+4% +$212K 1.05% 37
2023
Q3 		$5.38M Sell
106,945
-35,735
-25% -$1.79M 1.09% 34
2023
Q2 		$7.14M Sell
142,680
-6,771
-5% -$336K 1.37% 27
2023
Q1 		$7.4M Sell
149,451
-16,676
-10% -$828K 1.53% 23
2022
Q4 		$8.18M Sell
166,127
-5,579
-3% -$274K 1.77% 17
2022
Q3 		$8.43M Buy
171,706
+10,195
+6% +$502K 1.89% 15
2022
Q2 		$7.92M Sell
161,511
-2,731
-2% -$136K 1.75% 17
2022
Q1 		$8.25M Buy
164,242
+61,947
+61% +$3.12M 1.6% 22
2021
Q4 		$5.15M Buy
102,295
+1,042
+1% +$52.6K 0.99% 39
2021
Q3 		$5.12M Sell
101,253
-18,851
-16% -$952K 1.03% 40
2021
Q2 		$6.06M Sell
120,104
-5,782
-5% -$292K 1.16% 30
2021
Q1 		$6.36M Buy
+125,886
New +$6.35M 1.33% 25

Other funds holding JAAA

Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Destiny Wealth Partners's JAAA Position: Q3 2026 in Review

Destiny Wealth Partners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 18% in Q3 2026, buying an estimated $6.75M and bringing the position to 856,369 shares worth $43.2M. The position accounts for 4.42% of the portfolio, ranked #4.

Destiny Wealth Partners first reported a position in JAAA in Q1 2021 and has held it in 23 quarters since. The position peaked at $46.4M in Q3 2025. 854 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Destiny Wealth Partners held 856,369 shares of Janus Henderson AAA CLO ETF worth $43.2M as of Q3 2026.
  • Destiny Wealth Partners bought 133,470 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $6.75M.
  • Janus Henderson AAA CLO ETF made up 4.42% of Destiny Wealth Partners's portfolio in Q3 2026, its #4 holding.
  • Destiny Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q1 2021 and has held it in 23 quarters since.
  • Destiny Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $46.4M in Q3 2025.
  • 854 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.