HFM Investment Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

HFM Investment 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	$28K	Sell	555 -104	-16%	-$5.26K	0.01%	71
2026 Q1	$33.2K	Sell	659 -96	-13%	-$4.86K	0.01%	64
2025 Q4	$38.2K	Sell	755 -122	-14%	-$6.17K	0.01%	61
2025 Q3	$44.5K	Sell	877 -69	-7%	-$3.5K	0.02%	48
2025 Q2	$48K	Sell	946 -39	-4%	-$1.97K	0.02%	46
2025 Q1	$50K	Buy	+985	New	+$50K	0.02%	45

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HFM Investment Advisors's JAAA Position: Q2 2026 in Review

HFM Investment Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 16% in Q2 2026, selling an estimated $5.26K and leaving 555 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #71.

HFM Investment Advisors first reported a position in JAAA in Q1 2025 and has held it in 6 quarters since. The position peaked at $50K in Q1 2025. 907 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

HFM Investment Advisors held 555 shares of Janus Henderson AAA CLO ETF worth $28K as of Q2 2026.
HFM Investment Advisors sold 104 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $5.26K.
Janus Henderson AAA CLO ETF made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #71 holding.
HFM Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's Janus Henderson AAA CLO ETF position peaked at $50K in Q1 2025.
907 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.