LeClair Wealth Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

LeClair Wealth 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
2026 Q2	$6.94M	Buy	+137,519	New	+$6.96M	3.6%	5
2026 Q1	–	Sell	-128,444	Closed	-$6.5M	–	148
2025 Q4	$6.5M	Buy	128,444 +32,879	+34%	+$1.66M	3.77%	6
2025 Q3	$4.85M	Buy	95,565 +7,829	+9%	+$397K	3.02%	8
2025 Q2	$4.45M	Buy	87,736 +4,446	+5%	+$224K	3.02%	8
2025 Q1	$4.22M	Buy	+83,290	New	+$4.23M	3.04%	8

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

LeClair Wealth Partners's JAAA Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q2 2026: 137,519 shares worth $6.94M. The stake represents 3.6% of the portfolio and ranks #5 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in JAAA as recently as Q4 2025.

LeClair Wealth Partners first reported a position in JAAA in Q1 2025 and has held it in 5 quarters since. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

LeClair Wealth Partners held 137,519 shares of Janus Henderson AAA CLO ETF worth $6.94M as of Q2 2026.
Janus Henderson AAA CLO ETF was a new LeClair Wealth Partners position in Q2 2026.
Janus Henderson AAA CLO ETF made up 3.6% of LeClair Wealth Partners's portfolio in Q2 2026, its #5 holding.
LeClair Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 5 quarters since.
904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.