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

Madison 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
2025
Q4 		– Sell
-5,625
Closed -$286K – 210
2025
Q3 		$286K Buy
5,625
+20
+0.4% +$1.01K 0.06% 132
2025
Q2 		$284K Buy
5,605
+130
+2% +$6.56K 0.06% 127
2025
Q1 		$278K Buy
5,475
+925
+20% +$47K 0.07% 121
2024
Q4 		$231K Buy
+4,550
New +$231K 0.06% 138

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 22.96% 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

Madison Wealth Partners's JAAA Position: Q4 2025 in Review

Madison Wealth Partners sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2025, closing a stake of 5,625 shares — an estimated $286K sold.

Madison Wealth Partners first reported a position in JAAA in Q4 2024 and held it in 4 quarters. The position peaked at $286K in Q3 2025. 843 funds tracked by Wall St. Rank hold JAAA as of Q4 2025.

  • Madison Wealth Partners reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Madison Wealth Partners sold 5,625 Janus Henderson AAA CLO ETF shares in Q4 2025, an estimated $286K.
  • Madison Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and held it in 4 quarters.
  • Madison Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $286K in Q3 2025.
  • 843 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2025.

Based on Madison Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.