Onyx Bridge Wealth Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Onyx Bridge Wealth 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	$269K	Sell	5,320 -30,726	-85%	-$1.55M	0.02%	325
2026 Q1	$1.82M	Sell	36,046 -24,333	-40%	-$1.23M	0.2%	104
2025 Q4	$3.05M	Buy	60,379 +22,733	+60%	+$1.15M	0.32%	70
2025 Q3	$1.91M	Buy	37,646 +17,753	+89%	+$900K	0.21%	89
2025 Q2	$1.01M	Buy	+19,893	New	+$1M	0.13%	118

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

Onyx Bridge Wealth Group's JAAA Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 85% in Q2 2026, selling an estimated $1.55M and leaving 5,320 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #325.

Onyx Bridge Wealth Group first reported a position in JAAA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.05M in Q4 2025. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Onyx Bridge Wealth Group held 5,320 shares of Janus Henderson AAA CLO ETF worth $269K as of Q2 2026.
Onyx Bridge Wealth Group sold 30,726 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.55M.
Janus Henderson AAA CLO ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #325 holding.
Onyx Bridge Wealth Group first reported a position in Janus Henderson AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
Onyx Bridge Wealth Group's Janus Henderson AAA CLO ETF position peaked at $3.05M in Q4 2025.
903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.