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

Mosley 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
Q2 		$103K Sell
2,032
-1,455
-42% -$73.6K 0.03% 199
2026
Q1 		$177K Buy
+3,487
New +$176K 0.08% 156

Other funds holding JAAA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mosley Wealth Management's JAAA Position: Q2 2026 in Review

Mosley Wealth Management reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 42% in Q2 2026, selling an estimated $73.6K and leaving 2,032 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #199.

Mosley Wealth Management first reported a position in JAAA in Q1 2026 and has held it in 2 quarters since. The position peaked at $177K in Q1 2026. 611 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Mosley Wealth Management held 2,032 shares of Janus Henderson AAA CLO ETF worth $103K as of Q2 2026.
  • Mosley Wealth Management sold 1,455 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $73.6K.
  • Janus Henderson AAA CLO ETF made up 0.03% of Mosley Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Mosley Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Janus Henderson AAA CLO ETF position peaked at $177K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.