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

Legacy 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
Q3 		$1.13M Buy
22,267
+987
+5% +$49.9K 0.11% 106
2026
Q2 		$1.08M Hold
21,280
– – 0.1% 118
2026
Q1 		$1.08M Buy
21,280
+985
+5% +$49.9K 0.13% 102
2025
Q4 		$1.03M Sell
20,295
-3,238
-14% -$164K 0.11% 102
2025
Q3 		$1.2M Buy
+23,533
New +$1.19M 0.15% 89

Other funds holding JAAA

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Legacy Advisors's JAAA Position: Q3 2026 in Review

Legacy Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 4.6% in Q3 2026, buying an estimated $49.9K and bringing the position to 22,267 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #106.

Legacy Advisors first reported a position in JAAA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2025. 401 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Legacy Advisors held 22,267 shares of Janus Henderson AAA CLO ETF worth $1.13M as of Q3 2026.
  • Legacy Advisors bought 987 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $49.9K.
  • Janus Henderson AAA CLO ETF made up 0.11% of Legacy Advisors's portfolio in Q3 2026, its #106 holding.
  • Legacy Advisors first reported a position in Janus Henderson AAA CLO ETF in Q3 2025 and has held it in 5 quarters since.
  • Legacy Advisors's Janus Henderson AAA CLO ETF position peaked at $1.2M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.