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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFM Investment Advisors's JAAA Position: Q1 2026 in Review

HFM Investment Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 13% in Q1 2026, selling an estimated $4.86K and leaving 659 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #64.

HFM Investment Advisors first reported a position in JAAA in Q1 2025 and has held it in 5 quarters since. The position peaked at $50K in Q1 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • HFM Investment Advisors held 659 shares of Janus Henderson AAA CLO ETF worth $33.2K as of Q1 2026.
  • HFM Investment Advisors sold 96 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $4.86K.
  • Janus Henderson AAA CLO ETF made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #64 holding.
  • HFM Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Janus Henderson AAA CLO ETF position peaked at $50K in Q1 2025.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.