Key Financial Inc
JAAA icon

Key Financial Inc’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Key Financial Inc’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
Q3 		$1.18M Buy
23,376
+5,830
+33% +$295K 0.19% 92
2026
Q2 		$886K Buy
17,546
+2,075
+13% +$105K 0.15% 126
2026
Q1 		$779K Buy
15,471
+6,752
+77% +$342K 0.14% 136
2025
Q4 		$441K Sell
8,719
-1,446
-14% -$73.2K 0.08% 189
2025
Q3 		$514K Buy
10,165
+1,185
+13% +$60.1K 0.1% 166
2025
Q2 		$456K Hold
8,980
– – 0.09% 179
2025
Q1 		$455K Buy
8,980
+4,900
+120% +$249K 0.1% 169
2024
Q4 		$207K Buy
4,080
+3,742
+1,107% +$190K 0.05% 253
2024
Q3 		$17.2K Buy
+338
New +$17.2K ﹤0.01% 679

Other funds holding JAAA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Arch Capital Group
Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Key Financial Inc's JAAA Position: Q3 2026 in Review

Key Financial Inc increased its Janus Henderson AAA CLO ETF (JAAA) stake by 33% in Q3 2026, buying an estimated $295K and bringing the position to 23,376 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #92.

Key Financial Inc first reported a position in JAAA in Q3 2024 and has held it in 9 quarters since. 661 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Key Financial Inc held 23,376 shares of Janus Henderson AAA CLO ETF worth $1.18M as of Q3 2026.
  • Key Financial Inc bought 5,830 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $295K.
  • Janus Henderson AAA CLO ETF made up 0.19% of Key Financial Inc's portfolio in Q3 2026, its #92 holding.
  • Key Financial Inc first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 9 quarters since.
  • 661 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.