Insigneo Advisory Services’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Insigneo Advisory Services’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 Q1	$2M	Sell	39,781 -4,414	-10%	-$223K	0.14%	132
2025 Q4	$2.24M	Sell	44,195 -10,835	-20%	-$548K	0.16%	115
2025 Q3	$2.79M	Sell	55,030 -19,014	-26%	-$964K	0.2%	93
2025 Q2	$3.76M	Buy	74,044 +5,104	+7%	+$258K	0.32%	52
2025 Q1	$3.5M	Buy	68,940 +20,384	+42%	+$1.04M	0.36%	45
2024 Q4	$2.46M	Buy	48,556 +4,130	+9%	+$210K	0.25%	75
2024 Q3	$2.26M	Buy	44,426 +27,129	+157%	+$1.38M	0.23%	91
2024 Q2	$874K	Buy	+17,297	New	+$877K	0.1%	193

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insigneo Advisory Services's JAAA Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 10% in Q1 2026, selling an estimated $223K and leaving 39,781 shares worth $2M. The position accounts for 0.14% of the portfolio, ranked #132.

Insigneo Advisory Services first reported a position in JAAA in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.76M in Q2 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

Insigneo Advisory Services held 39,781 shares of Janus Henderson AAA CLO ETF worth $2M as of Q1 2026.
Insigneo Advisory Services sold 4,414 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $223K.
Janus Henderson AAA CLO ETF made up 0.14% of Insigneo Advisory Services's portfolio in Q1 2026, its #132 holding.
Insigneo Advisory Services first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's Janus Henderson AAA CLO ETF position peaked at $3.76M in Q2 2025.
838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.