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Meridian Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Meridian Wealth Management’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 		– Sell
-7,255
Closed -$367K – 799
2025
Q4 		$367K Sell
7,255
-17,541
-71% -$888K 0.01% 570
2025
Q3 		$1.26M Sell
24,796
-344
-1% -$17.4K 0.05% 286
2025
Q2 		$1.28M Buy
25,140
+396
+2% +$20K 0.05% 267
2025
Q1 		$1.25M Buy
24,744
+2,818
+13% +$143K 0.06% 244
2024
Q4 		$1.11M Buy
21,926
+2,044
+10% +$104K 0.05% 273
2024
Q3 		$1.01M Buy
19,882
+3,975
+25% +$202K 0.05% 280
2024
Q2 		$809K Buy
+15,907
New +$807K 0.1% 130

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

Meridian Wealth Management's JAAA Position: Q1 2026 in Review

Meridian Wealth Management sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2026, closing a stake of 7,255 shares — an estimated $367K sold.

Meridian Wealth Management first reported a position in JAAA in Q2 2024 and held it in 7 quarters. The position peaked at $1.28M in Q2 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Meridian Wealth Management reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 7,255 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $367K.
  • Meridian Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and held it in 7 quarters.
  • Meridian Wealth Management's Janus Henderson AAA CLO ETF position peaked at $1.28M in Q2 2025.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.