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

Moulton 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 		$208K Buy
+4,125
New +$209K 0.14% 66

Other funds holding JAAA

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q2 2026: 4,125 shares worth $208K. The stake represents 0.14% of the portfolio and ranks #66 among its holdings.

222 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Moulton Wealth Management held 4,125 shares of Janus Henderson AAA CLO ETF worth $208K as of Q2 2026.
  • Janus Henderson AAA CLO ETF was a new Moulton Wealth Management position in Q2 2026.
  • Janus Henderson AAA CLO ETF made up 0.14% of Moulton Wealth Management's portfolio in Q2 2026, its #66 holding.
  • 222 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.