HCR Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.1M Buy
199,097
+22,028
+12% +$1.11M 0.9% 21
2026
Q1
$8.92M Buy
177,069
+15,616
+10% +$790K 0.92% 19
2025
Q4
$8.17M Buy
161,453
+6,274
+4% +$318K 0.81% 20
2025
Q3
$7.85M Buy
155,179
+22,265
+17% +$1.13M 0.81% 19
2025
Q2
$6.75M Buy
132,914
+20,859
+19% +$1.05M 0.79% 19
2025
Q1
$5.68M Buy
112,055
+68,293
+156% +$3.47M 0.74% 20
2024
Q4
$2.22M Buy
43,762
+11,695
+36% +$594K 0.28% 59
2024
Q3
$1.63M Buy
32,067
+3,579
+13% +$182K 0.21% 75
2024
Q2
$1.45M Buy
28,488
+6,470
+29% +$328K 0.21% 74
2024
Q1
$1.12M Buy
22,018
+17,980
+445% +$909K 0.17% 85
2023
Q4
$203K Buy
+4,038
New +$203K 0.03% 197

Other funds holding JAAA

HCR Wealth Advisors's JAAA Position: Q2 2026 in Review

HCR Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 12% in Q2 2026, buying an estimated $1.11M and bringing the position to 199,097 shares worth $10.1M. The position accounts for 0.9% of the portfolio, ranked #21.

HCR Wealth Advisors first reported a position in JAAA in Q4 2023 and has held it in 11 quarters since. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • HCR Wealth Advisors held 199,097 shares of Janus Henderson AAA CLO ETF worth $10.1M as of Q2 2026.
  • HCR Wealth Advisors bought 22,028 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.11M.
  • Janus Henderson AAA CLO ETF made up 0.9% of HCR Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • HCR Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2023 and has held it in 11 quarters since.
  • 904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.