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

Merkkuri 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
Q2 		– Sell
-459
Closed -$23.1K – 222
2026
Q1 		$23.1K Buy
+459
New +$23.2K 0.02% 173

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merkkuri Wealth Advisors's JAAA Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Janus Henderson AAA CLO ETF (JAAA) in Q2 2026, closing a stake of 459 shares — an estimated $23.1K sold.

Merkkuri Wealth Advisors first reported a position in JAAA in Q1 2026 and held it in 1 quarter. The position peaked at $23.1K in Q1 2026. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Janus Henderson AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 459 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $23.1K.
  • Merkkuri Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $23.1K in Q1 2026.
  • 903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.