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

IFP 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 		$11.5M Buy
228,282
+14,779
+7% +$748K 0.21% 104
2026
Q1 		$10.8M Buy
213,503
+81,890
+62% +$4.14M 0.22% 95
2025
Q4 		$6.66M Buy
131,613
+13,984
+12% +$708K 0.15% 142
2025
Q3 		$5.97M Buy
117,629
+11,213
+11% +$568K 0.16% 140
2025
Q2 		$5.4M Buy
106,416
+9,022
+9% +$456K 0.15% 144
2025
Q1 		$4.94M Buy
97,394
+71,516
+276% +$3.63M 0.15% 148
2024
Q4 		$1.31M Buy
25,878
+19,187
+287% +$974K 0.04% 456
2024
Q3 		$340K Buy
6,691
+1,958
+41% +$99.4K 0.01% 843
2024
Q2 		$241K Buy
4,733
+471
+11% +$23.9K 0.01% 951
2024
Q1 		$216K Buy
4,262
+1,307
+44% +$66.1K 0.01% 962
2023
Q4 		$149K Sell
2,955
-5,648
-66% -$284K 0.01% 1097
2023
Q3 		$433K Buy
8,603
+5,092
+145% +$255K 0.02% 649
2023
Q2 		$175K Buy
3,511
+56
+2% +$2.78K 0.01% 1088
2023
Q1 		$173K Sell
3,455
-471
-12% -$23.4K 0.01% 1002
2022
Q4 		$197K Buy
3,926
+167
+4% +$8.19K 0.01% 1360
2022
Q3 		$189K Sell
3,759
-96
-2% -$4.72K ﹤0.01% 1446
2022
Q2 		$193K Hold
3,855
– – 0.01% 1300
2022
Q1 		$193K Buy
+3,855
New +$194K 0.01% 1300

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFP Advisors's JAAA Position: Q2 2026 in Review

IFP Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 6.9% in Q2 2026, buying an estimated $748K and bringing the position to 228,282 shares worth $11.5M. The position accounts for 0.21% of the portfolio, ranked #104.

IFP Advisors first reported a position in JAAA in Q1 2022 and has held it in 18 quarters since. 901 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • IFP Advisors held 228,282 shares of Janus Henderson AAA CLO ETF worth $11.5M as of Q2 2026.
  • IFP Advisors bought 14,779 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $748K.
  • Janus Henderson AAA CLO ETF made up 0.21% of IFP Advisors's portfolio in Q2 2026, its #104 holding.
  • IFP Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2022 and has held it in 18 quarters since.
  • 901 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.