IVC Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Bought
Maintained
Sold
Other funds holding JAAA
IVC Wealth Advisors's JAAA Position: Q3 2026 in Review
IVC Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 4.4% in Q3 2026, buying an estimated $403K and bringing the position to 190,947 shares worth $9.6M. The position accounts for 3.87% of the portfolio, ranked #5.
IVC Wealth Advisors first reported a position in JAAA in Q4 2023 and has held it in 12 quarters since. 796 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.
- IVC Wealth Advisors held 190,947 shares of Janus Henderson AAA CLO ETF worth $9.6M as of Q3 2026.
- IVC Wealth Advisors bought 7,974 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $403K.
- Janus Henderson AAA CLO ETF made up 3.87% of IVC Wealth Advisors's portfolio in Q3 2026, its #5 holding.
- IVC Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2023 and has held it in 12 quarters since.
- 796 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.
Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.