Endowment Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Endowment Wealth Management’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	$235K	Buy	+4,654	New	+$235K	0.08%	164

Other funds holding JAAA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Endowment Wealth Management's JAAA Position: Q3 2026 in Review

Endowment Wealth Management opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q3 2026: 4,654 shares worth $235K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings.

576 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

Endowment Wealth Management held 4,654 shares of Janus Henderson AAA CLO ETF worth $235K as of Q3 2026.
Janus Henderson AAA CLO ETF was a new Endowment Wealth Management position in Q3 2026.
Janus Henderson AAA CLO ETF made up 0.08% of Endowment Wealth Management's portfolio in Q3 2026, its #164 holding.
576 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.