Dynamic Financial Group’s Janus Henderson AA-A CLO ETF JA Stock Holding History

Dynamic Financial Group’s Portfolio JA Stock Details JA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$683K	Buy	13,660 +7,252	+113%	+$364K	0.5%	31
2026 Q2	$321K	Buy	+6,408	New	+$321K	0.24%	55

Other funds holding JA

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Dynamic Financial Group's JA Position: Q3 2026 in Review

Dynamic Financial Group increased its Janus Henderson AA-A CLO ETF (JA) stake by 113% in Q3 2026, buying an estimated $364K and bringing the position to 13,660 shares worth $683K. The position accounts for 0.5% of the portfolio, ranked #31.

Dynamic Financial Group first reported a position in JA in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold JA as of Q3 2026.

Dynamic Financial Group held 13,660 shares of Janus Henderson AA-A CLO ETF worth $683K as of Q3 2026.
Dynamic Financial Group bought 7,252 Janus Henderson AA-A CLO ETF shares in Q3 2026, an estimated $364K.
Janus Henderson AA-A CLO ETF made up 0.5% of Dynamic Financial Group's portfolio in Q3 2026, its #31 holding.
Dynamic Financial Group first reported a position in Janus Henderson AA-A CLO ETF in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Janus Henderson AA-A CLO ETF as of Q3 2026.

Based on Dynamic Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.