KFP
JAAA icon

KMG Fiduciary Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

KMG Fiduciary Partners’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
-40,588
Closed -$2.06M – 285
2025
Q3 		$2.06M Buy
+40,588
New +$2.06M 0.14% 136

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

KMG Fiduciary Partners's JAAA Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2025, closing a stake of 40,588 shares — an estimated $2.06M sold.

KMG Fiduciary Partners first reported a position in JAAA in Q3 2025 and held it in 1 quarter. The position peaked at $2.06M in Q3 2025. 845 funds tracked by Wall St. Rank hold JAAA as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 40,588 Janus Henderson AAA CLO ETF shares in Q4 2025, an estimated $2.06M.
  • KMG Fiduciary Partners first reported a position in Janus Henderson AAA CLO ETF in Q3 2025 and held it in 1 quarter.
  • KMG Fiduciary Partners's Janus Henderson AAA CLO ETF position peaked at $2.06M in Q3 2025.
  • 845 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.