Gibbs Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Gibbs Wealth Management’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 Q1	$3.7M	Buy	73,461 +36,074	+96%	+$1.83M	0.49%	37
2025 Q4	$1.89M	Sell	37,387 -1,776	-5%	-$89.9K	0.46%	38
2025 Q3	$1.99M	Sell	39,163 -10,924	-22%	-$554K	0.45%	42
2025 Q2	$2.54M	Buy	50,087 +7,631	+18%	+$385K	0.49%	39
2025 Q1	$2.15M	Buy	42,456 +4,392	+12%	+$223K	0.52%	42
2024 Q4	$1.93M	Buy	38,064 +15,365	+68%	+$780K	0.52%	42
2024 Q3	$1.15M	Buy	22,699 +5,295	+30%	+$269K	0.37%	61
2024 Q2	$886K	Buy	+17,404	New	+$883K	0.36%	67

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Gibbs Wealth Management's JAAA Position: Q1 2026 in Review

Gibbs Wealth Management increased its Janus Henderson AAA CLO ETF (JAAA) stake by 96% in Q1 2026, buying an estimated $1.83M and bringing the position to 73,461 shares worth $3.7M. The position accounts for 0.49% of the portfolio, ranked #37.

Gibbs Wealth Management first reported a position in JAAA in Q2 2024 and has held it in 8 quarters since. 839 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

Gibbs Wealth Management held 73,461 shares of Janus Henderson AAA CLO ETF worth $3.7M as of Q1 2026.
Gibbs Wealth Management bought 36,074 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $1.83M.
Janus Henderson AAA CLO ETF made up 0.49% of Gibbs Wealth Management's portfolio in Q1 2026, its #37 holding.
Gibbs Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 8 quarters since.
839 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.