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

Medallion Wealth 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
Q1 		$17M Buy
337,876
+16,125
+5% +$816K 5.56% 1
2025
Q4 		$16.3M Buy
321,751
+46,059
+17% +$2.33M 5.47% 1
2025
Q3 		$14M Buy
275,692
+33,200
+14% +$1.68M 4.97% 1
2025
Q2 		$12.3M Buy
242,492
+51,658
+27% +$2.61M 4.74% 1
2025
Q1 		$9.65M Buy
190,834
+61,738
+48% +$3.14M 4.38% 1
2024
Q4 		$6.64M Buy
+129,096
New +$6.56M 3.29% 2

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

Medallion Wealth Advisors's JAAA Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 5% in Q1 2026, buying an estimated $816K and bringing the position to 337,876 shares worth $17M. The position accounts for 5.56% of the portfolio, ranked #1.

Medallion Wealth Advisors first reported a position in JAAA in Q4 2024 and has held it in 6 quarters since. 839 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Medallion Wealth Advisors held 337,876 shares of Janus Henderson AAA CLO ETF worth $17M as of Q1 2026.
  • Medallion Wealth Advisors bought 16,125 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $816K.
  • Janus Henderson AAA CLO ETF made up 5.56% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Medallion Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • 839 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.