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

HCR Wealth Advisors’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	$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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return