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Insight Wealth Strategies’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Insight Wealth Strategies’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 		$216K Sell
4,279
-1,843
-30% -$93.2K 0.02% 176
2026
Q1 		$308K Sell
6,122
-714
-10% -$36.1K 0.03% 152
2025
Q4 		$346K Sell
6,836
-4,814
-41% -$244K 0.04% 137
2025
Q3 		$592K Sell
11,650
-34
-0.3% -$1.72K 0.07% 120
2025
Q2 		$591K Sell
11,684
-353,931
-97% -$17.9M 0.07% 116
2025
Q1 		$18.5M Buy
365,615
+65,784
+22% +$3.34M 2.5% 12
2024
Q4 		$15.2M Buy
299,831
+11,124
+4% +$565K 2.04% 13
2024
Q3 		$14.7M Sell
288,707
-45,919
-14% -$2.33M 1.93% 13
2024
Q2 		$17M Buy
334,626
+71,826
+27% +$3.64M 2.42% 12
2024
Q1 		$13.3M Buy
262,800
+72,510
+38% +$3.67M 1.96% 14
2023
Q4 		$9.57M Buy
190,290
+22,789
+14% +$1.14M 1.55% 20
2023
Q3 		$8.43M Buy
+167,501
New +$8.39M 1.63% 18

Other funds holding JAAA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Insight Wealth Strategies's JAAA Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 30% in Q2 2026, selling an estimated $93.2K and leaving 4,279 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #176.

Insight Wealth Strategies first reported a position in JAAA in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.5M in Q1 2025. 611 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Insight Wealth Strategies held 4,279 shares of Janus Henderson AAA CLO ETF worth $216K as of Q2 2026.
  • Insight Wealth Strategies sold 1,843 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $93.2K.
  • Janus Henderson AAA CLO ETF made up 0.02% of Insight Wealth Strategies's portfolio in Q2 2026, its #176 holding.
  • Insight Wealth Strategies first reported a position in Janus Henderson AAA CLO ETF in Q3 2023 and has held it in 12 quarters since.
  • Insight Wealth Strategies's Janus Henderson AAA CLO ETF position peaked at $18.5M in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.