IWA
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Inspirion Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Inspirion Wealth 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 		$43.4M Sell
860,352
-162,424
-16% -$8.22M 4.97% 6
2026
Q1 		$51.5M Sell
1,022,776
-336,884
-25% -$17.1M 6.41% 4
2025
Q4 		$68.8M Sell
1,359,660
-625,229
-31% -$31.6M 8.42% 3
2025
Q3 		$101M Buy
1,984,889
+504,480
+34% +$25.6M 14.13% 1
2025
Q2 		$75.1M Sell
1,480,409
-427,458
-22% -$21.6M 9.94% 1
2025
Q1 		$96.7M Buy
1,907,867
+66,503
+4% +$3.38M 13.44% 1
2024
Q4 		$93.5M Sell
1,841,364
-143,525
-7% -$7.29M 13.05% 1
2024
Q3 		$101M Sell
1,984,889
-57,125
-3% -$2.9M 14.12% 1
2024
Q2 		$104M Buy
2,042,014
+847,902
+71% +$43M 15.89% 1
2024
Q1 		$60.6M Buy
1,194,112
+182,069
+18% +$9.2M 10.01% 1
2023
Q4 		$51M Buy
1,012,043
+71,115
+8% +$3.57M 9.19% 1
2023
Q3 		$47.4M Buy
940,928
+102,547
+12% +$5.14M 9.24% 1
2023
Q2 		$41.8M Buy
838,381
+39,204
+5% +$1.94M 8.01% 1
2023
Q1 		$39.6M Buy
799,177
+244,840
+44% +$12.2M 7.94% 1
2022
Q4 		$27.3M Buy
554,337
+197,707
+55% +$9.7M 5.79% 5
2022
Q3 		$17.5M Buy
356,630
+75,850
+27% +$3.73M 3.95% 10
2022
Q2 		$13.8M Buy
280,780
+7,700
+3% +$382K 3.02% 12
2022
Q1 		$13.7M Buy
273,080
+240,152
+729% +$12.1M 2.81% 14
2021
Q4 		$1.66M Buy
+32,928
New +$1.66M 0.35% 32

Other funds holding JAAA

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return