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

FORM 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 		$269K Sell
5,318
-124,636
-96% -$6.31M 0.03% 51
2026
Q1 		$6.55M Buy
129,954
+4,524
+4% +$229K 0.77% 15
2025
Q4 		$6.34M Buy
+125,430
New +$6.35M 0.74% 15
2025
Q2 		$7.3M Sell
143,817
-162,816
-53% -$8.22M 0.88% 15
2025
Q1 		$15.5M Buy
+306,633
New +$15.6M 2.11% 13

Other funds holding JAAA

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

FORM Wealth Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 96% in Q2 2026, selling an estimated $6.31M and leaving 5,318 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #51.

FORM Wealth Advisors first reported a position in JAAA in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.5M in Q1 2025. 236 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • FORM Wealth Advisors held 5,318 shares of Janus Henderson AAA CLO ETF worth $269K as of Q2 2026.
  • FORM Wealth Advisors sold 124,636 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $6.31M.
  • Janus Henderson AAA CLO ETF made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • FORM Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $15.5M in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.