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Goldstone Financial Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Goldstone Financial Group’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 		$299K Hold
5,930
– – 0.03% 205
2026
Q1 		$299K Buy
5,930
+923
+18% +$46.7K 0.03% 194
2025
Q4 		$253K Buy
+5,007
New +$253K 0.03% 204

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldstone Financial Group's JAAA Position: Q2 2026 in Review

Goldstone Financial Group held its Janus Henderson AAA CLO ETF (JAAA) position steady in Q2 2026 at 5,930 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #205.

Goldstone Financial Group first reported a position in JAAA in Q4 2025 and has held it in 3 quarters since. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Goldstone Financial Group held 5,930 shares of Janus Henderson AAA CLO ETF worth $299K as of Q2 2026.
  • Goldstone Financial Group left its Janus Henderson AAA CLO ETF share count unchanged in Q2 2026.
  • Janus Henderson AAA CLO ETF made up 0.03% of Goldstone Financial Group's portfolio in Q2 2026, its #205 holding.
  • Goldstone Financial Group first reported a position in Janus Henderson AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.