EverSource Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

EverSource Wealth Advisors’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 Q2	$3.23K	Buy	64 +48	+300%	+$2.43K	﹤0.01%	3496
2026 Q1	$806	Hold	16	–	–	﹤0.01%	3927
2025 Q4	$809	Hold	16	–	–	﹤0.01%	3763
2025 Q3	$812	Hold	16	–	–	﹤0.01%	3818
2025 Q2	$812	Hold	16	–	–	﹤0.01%	3782
2025 Q1	$811	Hold	16	–	–	﹤0.01%	3303
2024 Q4	$811	Sell	16 -39	-71%	-$1.98K	﹤0.01%	3034
2024 Q3	$2.8K	Sell	55 -118	-68%	-$5.99K	﹤0.01%	2427
2024 Q2	$8.81K	Buy	173 +10	+6%	+$507	﹤0.01%	1918
2024 Q1	$8.28K	Buy	+163	New	+$8.24K	﹤0.01%	1795

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EverSource Wealth Advisors's JAAA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 300% in Q2 2026, buying an estimated $2.43K and bringing the position to 64 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

EverSource Wealth Advisors first reported a position in JAAA in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.81K in Q2 2024. 907 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

EverSource Wealth Advisors held 64 shares of Janus Henderson AAA CLO ETF worth $3.23K as of Q2 2026.
EverSource Wealth Advisors bought 48 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $2.43K.
Janus Henderson AAA CLO ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3496 holding.
EverSource Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $8.81K in Q2 2024.
907 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.