Founders Financial Alliance’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Founders Financial Alliance’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	$614K	Buy	12,171 +6,978	+134%	+$353K	0.08%	216
2026 Q1	$262K	Buy	5,193 +38	+0.7%	+$1.92K	0.05%	334
2025 Q4	$261K	Buy	5,155 +89	+2%	+$4.5K	0.05%	313
2025 Q3	$257K	Buy	5,066 +66	+1%	+$3.35K	0.05%	314
2025 Q2	$254K	Buy	+5,000	New	+$252K	0.06%	283

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

Founders Financial Alliance's JAAA Position: Q2 2026 in Review

Founders Financial Alliance increased its Janus Henderson AAA CLO ETF (JAAA) stake by 134% in Q2 2026, buying an estimated $353K and bringing the position to 12,171 shares worth $614K. The position accounts for 0.08% of the portfolio, ranked #216.

Founders Financial Alliance first reported a position in JAAA in Q2 2025 and has held it in 5 quarters since. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Founders Financial Alliance held 12,171 shares of Janus Henderson AAA CLO ETF worth $614K as of Q2 2026.
Founders Financial Alliance bought 6,978 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $353K.
Janus Henderson AAA CLO ETF made up 0.08% of Founders Financial Alliance's portfolio in Q2 2026, its #216 holding.
Founders Financial Alliance first reported a position in Janus Henderson AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.