First Foundation Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

First Foundation 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	$515K	Sell	10,194 -29,732	-74%	-$1.5M	0.02%	243
2026 Q1	$2.01M	Sell	39,926 -7,019	-15%	-$355K	0.08%	143
2025 Q4	$2.37M	Sell	46,945 -8,880	-16%	-$449K	0.09%	128
2025 Q3	$2.83M	Buy	55,825 +3,784	+7%	+$192K	0.1%	122
2025 Q2	$2.64M	Buy	52,041 +4,734	+10%	+$239K	0.1%	122
2025 Q1	$2.4M	Buy	47,307 +25,803	+120%	+$1.31M	0.1%	113
2024 Q4	$1.09M	Buy	21,504 +7,858	+58%	+$399K	0.04%	166
2024 Q3	$694K	Buy	13,646 +8,438	+162%	+$428K	0.03%	202
2024 Q2	$265K	Buy	+5,208	New	+$264K	0.01%	294

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 22.96% 1-Year Est. Return

First Foundation Advisors's JAAA Position: Q2 2026 in Review

First Foundation Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 74% in Q2 2026, selling an estimated $1.5M and leaving 10,194 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #243.

First Foundation Advisors first reported a position in JAAA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.83M in Q3 2025. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

First Foundation Advisors held 10,194 shares of Janus Henderson AAA CLO ETF worth $515K as of Q2 2026.
First Foundation Advisors sold 29,732 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.5M.
Janus Henderson AAA CLO ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #243 holding.
First Foundation Advisors first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 9 quarters since.
First Foundation Advisors's Janus Henderson AAA CLO ETF position peaked at $2.83M in Q3 2025.
903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.