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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
Q3 		$208K Sell
4,124
-155
-4% -$7.84K 0.02% 188
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Insight Wealth Strategies's JAAA Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 3.6% in Q3 2026, selling an estimated $7.84K and leaving 4,124 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #188.

Insight Wealth Strategies first reported a position in JAAA in Q3 2023 and has held it in 13 quarters since. The position peaked at $18.5M in Q1 2025. 49 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Insight Wealth Strategies held 4,124 shares of Janus Henderson AAA CLO ETF worth $208K as of Q3 2026.
  • Insight Wealth Strategies sold 155 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $7.84K.
  • Janus Henderson AAA CLO ETF made up 0.02% of Insight Wealth Strategies's portfolio in Q3 2026, its #188 holding.
  • Insight Wealth Strategies first reported a position in Janus Henderson AAA CLO ETF in Q3 2023 and has held it in 13 quarters since.
  • Insight Wealth Strategies's Janus Henderson AAA CLO ETF position peaked at $18.5M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.