Jim Simons
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Jim Simons’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Jim Simons’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
Q4 		– Sell
-2,122,200
Closed -$108M – 3504
2025
Q3 		$108M Buy
2,122,200
+610,787
+40% +$31M 0.14% 147
2025
Q2 		$76.7M Sell
1,511,413
-264,487
-15% -$13.4M 0.1% 219
2025
Q1 		$90.1M Sell
1,775,900
-28,100
-2% -$1.43M 0.14% 180
2024
Q4 		$91.5M Buy
1,804,000
+159,400
+10% +$8.1M 0.14% 177
2024
Q3 		$83.7M Buy
1,644,600
+126,600
+8% +$6.43M 0.13% 170
2024
Q2 		$77.2M Sell
1,518,000
-6,000
-0.4% -$304K 0.13% 170
2024
Q1 		$77.3M Hold
1,524,000
– – 0.12% 196
2023
Q4 		$76.7M Buy
1,524,000
+691,900
+83% +$34.7M 0.12% 193
2023
Q3 		$41.9M Buy
832,100
+399,100
+92% +$20M 0.07% 313
2023
Q2 		$21.6M Buy
433,000
+329,000
+316% +$16.3M 0.03% 642
2023
Q1 		$5.15M Buy
104,000
+22,900
+28% +$1.14M 0.01% 1462
2022
Q4 		$4M Buy
+81,100
New +$3.98M 0.01% 1653
2022
Q2 		– Sell
-9,200
Closed -$462K – 4407
2022
Q1 		$462K Buy
+9,200
New +$463K ﹤0.01% 3247

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Jim Simons's JAAA Position: Q4 2025 in Review

Jim Simons sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2025, closing a stake of 2,122,200 shares — an estimated $108M sold.

Jim Simons first reported a position in JAAA in Q1 2022 and held it in 13 quarters. The position peaked at $108M in Q3 2025. 843 funds tracked by Wall St. Rank hold JAAA as of Q4 2025.

  • Jim Simons reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 2,122,200 Janus Henderson AAA CLO ETF shares in Q4 2025, an estimated $108M.
  • Jim Simons first reported a position in Janus Henderson AAA CLO ETF in Q1 2022 and held it in 13 quarters.
  • Jim Simons's Janus Henderson AAA CLO ETF position peaked at $108M in Q3 2025.
  • 843 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.