Kingswood Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Kingswood Wealth Advisors’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 Q2	$811K	Sell	16,067 -592	-4%	-$30K	0.03%	464
2026 Q1	$839K	Buy	16,659 +9,272	+126%	+$469K	0.04%	413
2025 Q4	$374K	Sell	7,387 -23	-0.3%	-$1.16K	0.02%	614
2025 Q3	$376K	Sell	7,410 -2,239	-23%	-$113K	0.02%	556
2025 Q2	$490K	Sell	9,649 -8,892	-48%	-$449K	0.04%	422
2025 Q1	$940K	Buy	18,541 +12,675	+216%	+$644K	0.09%	259
2024 Q4	$297K	Buy	+5,866	New	+$298K	0.02%	610

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingswood Wealth Advisors's JAAA Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 3.6% in Q2 2026, selling an estimated $30K and leaving 16,067 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #464.

Kingswood Wealth Advisors first reported a position in JAAA in Q4 2024 and has held it in 7 quarters since. The position peaked at $940K in Q1 2025. 901 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Kingswood Wealth Advisors held 16,067 shares of Janus Henderson AAA CLO ETF worth $811K as of Q2 2026.
Kingswood Wealth Advisors sold 592 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $30K.
Janus Henderson AAA CLO ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #464 holding.
Kingswood Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $940K in Q1 2025.
901 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.