Heritage 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
Q1
$61.7K Buy
1,225
+9
+0.7% +$456 ﹤0.01% 301
2025
Q4
$61.5K Buy
1,216
+22
+2% +$1.11K ﹤0.01% 300
2025
Q3
$60.7K Buy
1,194
+15
+1% +$760 ﹤0.01% 286
2025
Q2
$59.8K Buy
1,179
+16
+1% +$808 ﹤0.01% 286
2025
Q1
$59K Buy
1,163
+10
+0.9% +$508 ﹤0.01% 288
2024
Q4
$58.5K Buy
1,153
+805
+231% +$40.9K ﹤0.01% 299
2024
Q3
$17.7K Buy
348
+5
+1% +$254 ﹤0.01% 409
2024
Q2
$17.4K Buy
343
+5
+1% +$254 ﹤0.01% 385
2024
Q1
$17.1K Buy
338
+6
+2% +$303 ﹤0.01% 406
2023
Q4
$16.7K Buy
332
+5
+2% +$251 ﹤0.01% 419
2023
Q3
$16.4K Buy
327
+4
+1% +$200 ﹤0.01% 394
2023
Q2
$16.1K Buy
323
+217
+205% +$10.8K ﹤0.01% 408
2023
Q1
$5.27K Buy
+106
New +$5.26K ﹤0.01% 470

Other funds holding JAAA

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.