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

Golden State 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 		$404K Buy
8,018
+1,111
+16% +$56.2K 0.04% 291
2025
Q4 		$349K Buy
6,907
+1,376
+25% +$69.6K 0.04% 306
2025
Q3 		$281K Sell
5,531
-4,906
-47% -$249K 0.03% 324
2025
Q2 		$530K Buy
10,437
+10,029
+2,458% +$506K 0.06% 219
2025
Q1 		$20.7K Sell
408
-396
-49% -$20.1K ﹤0.01% 787
2024
Q4 		$40.8K Buy
+804
New +$40.8K 0.01% 617

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden State Wealth Management's JAAA Position: Q1 2026 in Review

Golden State Wealth Management increased its Janus Henderson AAA CLO ETF (JAAA) stake by 16% in Q1 2026, buying an estimated $56.2K and bringing the position to 8,018 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #291.

Golden State Wealth Management first reported a position in JAAA in Q4 2024 and has held it in 6 quarters since. The position peaked at $530K in Q2 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Golden State Wealth Management held 8,018 shares of Janus Henderson AAA CLO ETF worth $404K as of Q1 2026.
  • Golden State Wealth Management bought 1,111 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $56.2K.
  • Janus Henderson AAA CLO ETF made up 0.04% of Golden State Wealth Management's portfolio in Q1 2026, its #291 holding.
  • Golden State Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Janus Henderson AAA CLO ETF position peaked at $530K in Q2 2025.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.