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Fortitude Family Office’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Fortitude Family Office’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 		$6.88M Buy
136,295
+29,660
+28% +$1.5M 1.33% 21
2026
Q1 		$5.37M Buy
106,635
+35,190
+49% +$1.78M 1.2% 21
2025
Q4 		$3.61M Buy
+71,445
New +$3.62M 0.84% 30
2024
Q3 		– Sell
-543
Closed -$27.6K – 1240
2024
Q2 		$27.6K Sell
543
-23
-4% -$1.17K 0.02% 254
2024
Q1 		$28.7K Buy
+566
New +$28.6K 0.02% 224

Other funds holding JAAA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fortitude Family Office's JAAA Position: Q2 2026 in Review

Fortitude Family Office increased its Janus Henderson AAA CLO ETF (JAAA) stake by 28% in Q2 2026, buying an estimated $1.5M and bringing the position to 136,295 shares worth $6.88M. The position accounts for 1.33% of the portfolio, ranked #21.

Fortitude Family Office first reported a position in JAAA in Q1 2024 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Fortitude Family Office held 136,295 shares of Janus Henderson AAA CLO ETF worth $6.88M as of Q2 2026.
  • Fortitude Family Office bought 29,660 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.5M.
  • Janus Henderson AAA CLO ETF made up 1.33% of Fortitude Family Office's portfolio in Q2 2026, its #21 holding.
  • Fortitude Family Office first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 5 quarters since.
  • 415 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.