Nations Financial Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Nations Financial Group’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	$4.69M	Buy	92,915 +10,419	+13%	+$527K	0.22%	105
2026 Q1	$4.16M	Buy	82,496 +7,409	+10%	+$375K	0.21%	116
2025 Q4	$3.8M	Buy	75,087 +8,654	+13%	+$438K	0.2%	113
2025 Q3	$3.37M	Buy	66,433 +16,866	+34%	+$855K	0.21%	115
2025 Q2	$2.52M	Buy	49,567 +3,370	+7%	+$170K	0.17%	146
2025 Q1	$2.34M	Buy	+46,197	New	+$2.35M	0.18%	149

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

Nations Financial Group's JAAA Position: Q2 2026 in Review

Nations Financial Group increased its Janus Henderson AAA CLO ETF (JAAA) stake by 13% in Q2 2026, buying an estimated $527K and bringing the position to 92,915 shares worth $4.69M. The position accounts for 0.22% of the portfolio, ranked #105.

Nations Financial Group first reported a position in JAAA in Q1 2025 and has held it in 6 quarters since. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Nations Financial Group held 92,915 shares of Janus Henderson AAA CLO ETF worth $4.69M as of Q2 2026.
Nations Financial Group bought 10,419 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $527K.
Janus Henderson AAA CLO ETF made up 0.22% of Nations Financial Group's portfolio in Q2 2026, its #105 holding.
Nations Financial Group first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.