Dougherty Wealth Advisers’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Bought
Maintained
Sold
Other funds holding JAAA
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Dougherty Wealth Advisers's JAAA Position: Q2 2026 in Review
Dougherty Wealth Advisers increased its Janus Henderson AAA CLO ETF (JAAA) stake by 15% in Q2 2026, buying an estimated $154K and bringing the position to 22,862 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #17.
Dougherty Wealth Advisers first reported a position in JAAA in Q1 2026 and has held it in 2 quarters since. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.
- Dougherty Wealth Advisers held 22,862 shares of Janus Henderson AAA CLO ETF worth $1.15M as of Q2 2026.
- Dougherty Wealth Advisers bought 3,042 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $154K.
- Janus Henderson AAA CLO ETF made up 0.63% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #17 holding.
- Dougherty Wealth Advisers first reported a position in Janus Henderson AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
- 903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.
Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.