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Independent Advisor Alliance’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Independent Advisor Alliance’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 		– Sell
-461,162
Closed -$23.2M – 1384
2026
Q1 		$23.2M Buy
+461,162
New +$23.3M 0.25% 79
2025
Q1 		– Sell
-415,321
Closed -$21.1M – 1116
2024
Q4 		$21.1M Buy
+415,321
New +$21.1M 0.28% 78

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

Independent Advisor Alliance's JAAA Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Janus Henderson AAA CLO ETF (JAAA) in Q2 2026, closing a stake of 461,162 shares — an estimated $23.2M sold.

Independent Advisor Alliance first reported a position in JAAA in Q4 2024 and held it in 2 quarters. The position peaked at $23.2M in Q1 2026. 902 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Janus Henderson AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 461,162 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $23.2M.
  • Independent Advisor Alliance first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Janus Henderson AAA CLO ETF position peaked at $23.2M in Q1 2026.
  • 902 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.