Finivi Inc’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Finivi Inc’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	$11.7M	Buy	+231,681	New	+$11.7M	5.58%	2

Other funds holding JAAA

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Finivi Inc's JAAA Position: Q3 2026 in Review

Finivi Inc opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q3 2026: 231,681 shares worth $11.7M. The stake represents 5.58% of the portfolio and ranks #2 among its holdings.

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

Finivi Inc held 231,681 shares of Janus Henderson AAA CLO ETF worth $11.7M as of Q3 2026.
Janus Henderson AAA CLO ETF was a new Finivi Inc position in Q3 2026.
Janus Henderson AAA CLO ETF made up 5.58% of Finivi Inc's portfolio in Q3 2026, its #2 holding.
755 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Finivi Inc's 13F filing for Q3 2026, filed 13 Oct 2026.