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

Legacy Trust’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 		$233K Buy
+4,622
New +$234K 0.04% 192

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

Legacy Trust's JAAA Position: Q1 2026 in Review

Legacy Trust opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q1 2026: 4,622 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #192 among its holdings.

838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Legacy Trust held 4,622 shares of Janus Henderson AAA CLO ETF worth $233K as of Q1 2026.
  • Janus Henderson AAA CLO ETF was a new Legacy Trust position in Q1 2026.
  • Janus Henderson AAA CLO ETF made up 0.04% of Legacy Trust's portfolio in Q1 2026, its #192 holding.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.