MWA
JAAA icon

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
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
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

Muirfield Wealth Advisors's JAAA Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 47% in Q1 2026, buying an estimated $269K and bringing the position to 16,547 shares worth $833K. The position accounts for 0.61% of the portfolio, ranked #41.

Muirfield Wealth Advisors first reported a position in JAAA in Q1 2024 and has held it in 9 quarters since. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Muirfield Wealth Advisors held 16,547 shares of Janus Henderson AAA CLO ETF worth $833K as of Q1 2026.
  • Muirfield Wealth Advisors bought 5,319 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $269K.
  • Janus Henderson AAA CLO ETF made up 0.61% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Muirfield Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 9 quarters since.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.