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Loring Wolcott & Coolidge Fiduciary Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$358K Buy
+7,100
New +$359K ﹤0.01% 265

Other funds holding JAAA

A
Allianz Munich, Germany $9.48B AUM 23.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JAAA Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q2 2026: 7,100 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings.

730 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 7,100 shares of Janus Henderson AAA CLO ETF worth $358K as of Q2 2026.
  • Janus Henderson AAA CLO ETF was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • Janus Henderson AAA CLO ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #265 holding.
  • 730 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.