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

IronOak Wealth’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
2025 Q2	$299K	Buy	+5,884	New	+$297K	0.29%	61

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

IronOak Wealth's JAAA Position: Q2 2025 in Review

IronOak Wealth opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q2 2025: 5,884 shares worth $299K. The stake represents 0.29% of the portfolio and ranks #61 among its holdings.

772 funds tracked by Wall St. Rank hold JAAA as of Q2 2025.

IronOak Wealth held 5,884 shares of Janus Henderson AAA CLO ETF worth $299K as of Q2 2025.
Janus Henderson AAA CLO ETF was a new IronOak Wealth position in Q2 2025.
Janus Henderson AAA CLO ETF made up 0.29% of IronOak Wealth's portfolio in Q2 2025, its #61 holding.
772 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.