BFC Planning, Inc.’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

BFC Planning, Inc.’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	$1.81M	Buy	35,816 +4,796	+15%	+$243K	0.07%	261
2026 Q1	$1.56M	Buy	31,020 +6,558	+27%	+$332K	0.07%	269
2025 Q4	$1.24M	Buy	24,462 +7,627	+45%	+$386K	0.05%	319
2025 Q3	$855K	Buy	16,835 +538	+3%	+$27.3K	0.06%	264
2025 Q2	$827K	Buy	16,297 +173	+1%	+$8.73K	0.07%	260
2025 Q1	$818K	Buy	16,124 +7,238	+81%	+$368K	0.07%	243
2024 Q4	$451K	Buy	+8,886	New	+$451K	0.04%	360

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.49B AUM 23.65% 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 22.9% 1-Year Est. Return

BFC Planning, Inc.'s JAAA Position: Q2 2026 in Review

BFC Planning, Inc. increased its Janus Henderson AAA CLO ETF (JAAA) stake by 15% in Q2 2026, buying an estimated $243K and bringing the position to 35,816 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #261.

BFC Planning, Inc. first reported a position in JAAA in Q4 2024 and has held it in 7 quarters since. 910 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

BFC Planning, Inc. held 35,816 shares of Janus Henderson AAA CLO ETF worth $1.81M as of Q2 2026.
BFC Planning, Inc. bought 4,796 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $243K.
Janus Henderson AAA CLO ETF made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #261 holding.
BFC Planning, Inc. first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
910 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.