Heritage Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Bought
Maintained
Sold
Other funds holding JAAA
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Heritage Wealth Advisors's JAAA Position: Q2 2026 in Review
Heritage Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 1.1% in Q2 2026, buying an estimated $708 and bringing the position to 1,239 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #314.
Heritage Wealth Advisors first reported a position in JAAA in Q1 2023 and has held it in 14 quarters since. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.
- Heritage Wealth Advisors held 1,239 shares of Janus Henderson AAA CLO ETF worth $62.6K as of Q2 2026.
- Heritage Wealth Advisors bought 14 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $708.
- Janus Henderson AAA CLO ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #314 holding.
- Heritage Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2023 and has held it in 14 quarters since.
- 904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.