Heritage Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Bought
Maintained
Sold
Other funds holding JAAA
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B
Heritage Wealth Advisors's JAAA Position: Q1 2026 in Review
Heritage Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 0.74% in Q1 2026, buying an estimated $456 and bringing the position to 1,225 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #301.
Heritage Wealth Advisors first reported a position in JAAA in Q1 2023 and has held it in 13 quarters since. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.
- Heritage Wealth Advisors held 1,225 shares of Janus Henderson AAA CLO ETF worth $61.7K as of Q1 2026.
- Heritage Wealth Advisors bought 9 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $456.
- Janus Henderson AAA CLO ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #301 holding.
- Heritage Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2023 and has held it in 13 quarters since.
- 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.