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 Q3	–	Sell	-5,318	Closed	-$269K	–	61
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

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

FORM Wealth Advisors's JAAA Position: Q3 2026 in Review

FORM Wealth Advisors sold out of Janus Henderson AAA CLO ETF (JAAA) in Q3 2026, closing a stake of 5,318 shares — an estimated $269K sold.

FORM Wealth Advisors first reported a position in JAAA in Q1 2025 and held it in 5 quarters. The position peaked at $15.5M in Q1 2025. 307 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

FORM Wealth Advisors reported no remaining Janus Henderson AAA CLO ETF position as of Q3 2026 after selling out during the quarter.
FORM Wealth Advisors sold 5,318 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $269K.
FORM Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and held it in 5 quarters.
FORM Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $15.5M in Q1 2025.
307 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.