Focus Partners Wealth
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Focus Partners Wealth’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Focus Partners Wealth’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 		$472M Buy
9,346,524
+1,117,640
+14% +$56.6M 0.53% 40
2025
Q4 		$416M Buy
8,228,884
+8,196,112
+25,009% +$415M 0.47% 41
2025
Q3 		$1.66M Sell
32,772
-2,607
-7% -$132K ﹤0.01% 1085
2025
Q2 		$1.8M Buy
35,379
+86
+0.2% +$4.34K ﹤0.01% 934
2025
Q1 		$1.79M Buy
35,293
+20,132
+133% +$1.02M ﹤0.01% 874
2024
Q4 		$769K Buy
+15,161
New +$770K ﹤0.01% 1150

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth's JAAA Position: Q1 2026 in Review

Focus Partners Wealth increased its Janus Henderson AAA CLO ETF (JAAA) stake by 14% in Q1 2026, buying an estimated $56.6M and bringing the position to 9,346,524 shares worth $472M. The position accounts for 0.53% of the portfolio, ranked #40.

Focus Partners Wealth first reported a position in JAAA in Q4 2024 and has held it in 6 quarters since. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Focus Partners Wealth held 9,346,524 shares of Janus Henderson AAA CLO ETF worth $472M as of Q1 2026.
  • Focus Partners Wealth bought 1,117,640 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $56.6M.
  • Janus Henderson AAA CLO ETF made up 0.53% of Focus Partners Wealth's portfolio in Q1 2026, its #40 holding.
  • Focus Partners Wealth first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.