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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EverSource Wealth Advisors's JAAA Position: Q1 2026 in Review

EverSource Wealth Advisors held its Janus Henderson AAA CLO ETF (JAAA) position steady in Q1 2026 at 16 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #3927.

EverSource Wealth Advisors first reported a position in JAAA in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.81K in Q2 2024. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • EverSource Wealth Advisors held 16 shares of Janus Henderson AAA CLO ETF worth $806 as of Q1 2026.
  • EverSource Wealth Advisors left its Janus Henderson AAA CLO ETF share count unchanged in Q1 2026.
  • Janus Henderson AAA CLO ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3927 holding.
  • EverSource Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $8.81K in Q2 2024.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.