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Hutchinson Financial Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Hutchinson Financial 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
2025
Q3 		$952K Sell
18,786
-1,944
-9% -$98.5K 0.94% 43
2025
Q2 		$1.05M Buy
+20,730
New +$1.05M 1.18% 40

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hutchinson Financial Advisors's JAAA Position: Q3 2025 in Review

Hutchinson Financial Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 9.4% in Q3 2025, selling an estimated $98.5K and leaving 18,786 shares worth $952K. The position accounts for 0.94% of the portfolio, ranked #43.

Hutchinson Financial Advisors first reported a position in JAAA in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.05M in Q2 2025. 787 funds tracked by Wall St. Rank hold JAAA as of Q3 2025.

  • Hutchinson Financial Advisors held 18,786 shares of Janus Henderson AAA CLO ETF worth $952K as of Q3 2025.
  • Hutchinson Financial Advisors sold 1,944 Janus Henderson AAA CLO ETF shares in Q3 2025, an estimated $98.5K.
  • Janus Henderson AAA CLO ETF made up 0.94% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #43 holding.
  • Hutchinson Financial Advisors first reported a position in Janus Henderson AAA CLO ETF in Q2 2025 and has held it in 2 quarters since.
  • Hutchinson Financial Advisors's Janus Henderson AAA CLO ETF position peaked at $1.05M in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.