KWM
JAAA icon

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

Kingsview Wealth Management’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 		$7.64M Sell
151,684
-26,552
-15% -$1.34M 0.1% 185
2025
Q4 		$9.02M Buy
178,236
+6,055
+4% +$306K 0.13% 143
2025
Q3 		$8.74M Buy
172,181
+20,708
+14% +$1.05M 0.13% 155
2025
Q2 		$7.69M Buy
151,473
+24,186
+19% +$1.22M 0.13% 169
2025
Q1 		$6.45M Sell
127,287
-13,689
-10% -$695K 0.12% 177
2024
Q4 		$7.15M Buy
140,976
+12,170
+9% +$618K 0.14% 159
2024
Q3 		$6.55M Buy
128,806
+43,309
+51% +$2.2M 0.14% 161
2024
Q2 		$4.35M Buy
85,497
+15,467
+22% +$784K 0.1% 199
2024
Q1 		$3.55M Buy
70,030
+1,404
+2% +$71K 0.09% 217
2023
Q4 		$3.45M Sell
68,626
-7,500
-10% -$377K 0.1% 188
2023
Q3 		$3.83M Buy
76,126
+30,147
+66% +$1.51M 0.14% 175
2023
Q2 		$2.29M Buy
45,979
+4,451
+11% +$221K 0.09% 225
2023
Q1 		$2.06M Sell
41,528
-30,408
-42% -$1.51M 0.09% 233
2022
Q4 		$3.54M Sell
71,936
-31,911
-31% -$1.56M 0.15% 155
2022
Q3 		$5.1M Buy
+103,847
New +$5.11M 0.24% 96

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

Kingsview Wealth Management's JAAA Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 15% in Q1 2026, selling an estimated $1.34M and leaving 151,684 shares worth $7.64M. The position accounts for 0.1% of the portfolio, ranked #185.

Kingsview Wealth Management first reported a position in JAAA in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.02M in Q4 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Kingsview Wealth Management held 151,684 shares of Janus Henderson AAA CLO ETF worth $7.64M as of Q1 2026.
  • Kingsview Wealth Management sold 26,552 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $1.34M.
  • Janus Henderson AAA CLO ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #185 holding.
  • Kingsview Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q3 2022 and has held it in 15 quarters since.
  • Kingsview Wealth Management's Janus Henderson AAA CLO ETF position peaked at $9.02M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.