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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.98M Buy
158,003
+24,202
+18% +$1.22M 7.86% 5
2026
Q1
$6.74M Buy
133,801
+8,301
+7% +$420K 7.67% 6
2025
Q4
$6.35M Buy
+125,500
New +$6.35M 7.26% 6

Other funds holding JAAA

Englebert Financial Advisers's JAAA Position: Q2 2026 in Review

Englebert Financial Advisers increased its Janus Henderson AAA CLO ETF (JAAA) stake by 18% in Q2 2026, buying an estimated $1.22M and bringing the position to 158,003 shares worth $7.98M. The position accounts for 7.86% of the portfolio, ranked #5.

Englebert Financial Advisers first reported a position in JAAA in Q4 2025 and has held it in 3 quarters since. 907 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Englebert Financial Advisers held 158,003 shares of Janus Henderson AAA CLO ETF worth $7.98M as of Q2 2026.
  • Englebert Financial Advisers bought 24,202 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.22M.
  • Janus Henderson AAA CLO ETF made up 7.86% of Englebert Financial Advisers's portfolio in Q2 2026, its #5 holding.
  • Englebert Financial Advisers first reported a position in Janus Henderson AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 907 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.