Iams Wealth Management
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Iams Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Iams Wealth Management’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
Q3 		$1.91M Sell
37,905
-622
-2% -$31.5K 0.56% 47
2026
Q2 		$1.95M Sell
38,527
-1,096
-3% -$55.4K 0.59% 54
2026
Q1 		$2M Buy
+39,623
New +$2.01M 0.7% 46

Other funds holding JAAA

Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Iams Wealth Management's JAAA Position: Q3 2026 in Review

Iams Wealth Management reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 1.6% in Q3 2026, selling an estimated $31.5K and leaving 37,905 shares worth $1.91M. The position accounts for 0.56% of the portfolio, ranked #47.

Iams Wealth Management first reported a position in JAAA in Q1 2026 and has held it in 3 quarters since. The position peaked at $2M in Q1 2026. 799 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Iams Wealth Management held 37,905 shares of Janus Henderson AAA CLO ETF worth $1.91M as of Q3 2026.
  • Iams Wealth Management sold 622 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $31.5K.
  • Janus Henderson AAA CLO ETF made up 0.56% of Iams Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Iams Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q1 2026 and has held it in 3 quarters since.
  • Iams Wealth Management's Janus Henderson AAA CLO ETF position peaked at $2M in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.