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Holos Integrated Wealth’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Holos Integrated Wealth’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 		$12.6K Sell
250
-719
-74% -$36.4K 0.01% 247
2026
Q1 		$48.9K Buy
+969
New +$49K 0.02% 160

Other funds holding JAAA

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Holos Integrated Wealth's JAAA Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 74% in Q2 2026, selling an estimated $36.4K and leaving 250 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #247.

Holos Integrated Wealth first reported a position in JAAA in Q1 2026 and has held it in 2 quarters since. The position peaked at $48.9K in Q1 2026. 309 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Holos Integrated Wealth held 250 shares of Janus Henderson AAA CLO ETF worth $12.6K as of Q2 2026.
  • Holos Integrated Wealth sold 719 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $36.4K.
  • Janus Henderson AAA CLO ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #247 holding.
  • Holos Integrated Wealth first reported a position in Janus Henderson AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's Janus Henderson AAA CLO ETF position peaked at $48.9K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.