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

Muirfield 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	$947K	Buy	18,748 +2,201	+13%	+$111K	0.62%	39
2026 Q1	$833K	Buy	16,547 +5,319	+47%	+$269K	0.61%	41
2025 Q4	$568K	Sell	11,228 -102	-0.9%	-$5.16K	0.42%	45
2025 Q3	$575K	Buy	11,330 +292	+3%	+$14.8K	0.43%	46
2025 Q2	$560K	Buy	11,038 +736	+7%	+$37.2K	0.45%	45
2025 Q1	$522K	Sell	10,302 -157	-2%	-$7.97K	0.44%	44
2024 Q4	$530K	Sell	10,459 -262	-2%	-$13.3K	0.44%	43
2024 Q3	$545K	Buy	10,721 +4,905	+84%	+$249K	0.46%	43
2024 Q2	$296K	Buy	5,816 +1,689	+41%	+$85.7K	0.28%	52
2024 Q1	$209K	Buy	+4,127	New	+$209K	0.2%	59

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Muirfield Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 13% in Q2 2026, buying an estimated $111K and bringing the position to 18,748 shares worth $947K. The position accounts for 0.62% of the portfolio, ranked #39.

Muirfield Wealth Advisors first reported a position in JAAA in Q1 2024 and has held it in 10 quarters since. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Muirfield Wealth Advisors held 18,748 shares of Janus Henderson AAA CLO ETF worth $947K as of Q2 2026.
Muirfield Wealth Advisors bought 2,201 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $111K.
Janus Henderson AAA CLO ETF made up 0.62% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Muirfield Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 10 quarters since.
904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.