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Kingdom Financial Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Kingdom Financial Group’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
Q1 		$4.79K Sell
95
-648
-87% -$32.8K ﹤0.01% 568
2025
Q4 		$37.6K Sell
743
-28,175
-97% -$1.43M 0.01% 287
2025
Q3 		$1.47M Buy
28,918
+19,130
+195% +$970K 0.9% 22
2025
Q2 		$497K Buy
+9,788
New +$494K 0.43% 35
2024
Q1 		– Sell
-21,793
Closed -$1.1M – 78
2023
Q4 		$1.1M Buy
+21,793
New +$1.09M 0.96% 24

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 $9.02B AUM 28.63% 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 $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingdom Financial Group's JAAA Position: Q1 2026 in Review

Kingdom Financial Group reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 87% in Q1 2026, selling an estimated $32.8K and leaving 95 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Kingdom Financial Group first reported a position in JAAA in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Kingdom Financial Group held 95 shares of Janus Henderson AAA CLO ETF worth $4.79K as of Q1 2026.
  • Kingdom Financial Group sold 648 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $32.8K.
  • Janus Henderson AAA CLO ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #568 holding.
  • Kingdom Financial Group first reported a position in Janus Henderson AAA CLO ETF in Q4 2023 and has held it in 5 quarters since.
  • Kingdom Financial Group's Janus Henderson AAA CLO ETF position peaked at $1.47M in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.