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Northern Financial Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Northern Financial 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
2025
Q4 		– Sell
-4,118
Closed -$209K – 107
2025
Q3 		$209K Buy
+4,118
New +$209K 0.11% 121

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 $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Northern Financial Advisors's JAAA Position: Q4 2025 in Review

Northern Financial Advisors sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2025, closing a stake of 4,118 shares — an estimated $209K sold.

Northern Financial Advisors first reported a position in JAAA in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 843 funds tracked by Wall St. Rank hold JAAA as of Q4 2025.

  • Northern Financial Advisors reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Northern Financial Advisors sold 4,118 Janus Henderson AAA CLO ETF shares in Q4 2025, an estimated $209K.
  • Northern Financial Advisors first reported a position in Janus Henderson AAA CLO ETF in Q3 2025 and held it in 1 quarter.
  • Northern Financial Advisors's Janus Henderson AAA CLO ETF position peaked at $209K in Q3 2025.
  • 843 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2025.

Based on Northern Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.