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

Outlook 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	–	Sell	-7,423	Closed	-$375K	–	319
2025 Q4	$375K	Sell	7,423 -147	-2%	-$7.44K	0.08%	201
2025 Q3	$384K	Sell	7,570 -193	-2%	-$9.78K	0.1%	193
2025 Q2	$394K	Sell	7,763 -13	-0.2%	-$656	0.1%	182
2025 Q1	$394K	Sell	7,776 -35	-0.4%	-$1.78K	0.11%	181
2024 Q4	$396K	Sell	7,811 -24	-0.3%	-$1.22K	0.11%	175
2024 Q3	$399K	Sell	7,835 -790	-9%	-$40.1K	0.11%	157
2024 Q2	$439K	Sell	8,625 -2,978	-26%	-$151K	0.14%	148
2024 Q1	$589K	Sell	11,603 -16,842	-59%	-$851K	0.18%	119
2023 Q4	$1.43M	Sell	28,445 -28,541	-50%	-$1.43M	0.5%	46
2023 Q3	$2.87M	Sell	56,986 -1,665	-3%	-$83.4K	1.1%	22
2023 Q2	$2.92M	Sell	58,651 -1,503	-2%	-$74.5K	1.11%	22
2023 Q1	$2.98M	Sell	60,154 -824	-1%	-$40.9K	1.32%	14
2022 Q4	$3M	Sell	60,978 -1,782	-3%	-$87.4K	1.43%	14
2022 Q3	$3.08M	Buy	62,760 +33,995	+118%	+$1.67M	1.38%	17
2022 Q2	$1.41M	Buy	+28,765	New	+$1.43M	0.58%	40

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Outlook Wealth Advisors sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2026, closing a stake of 7,423 shares — an estimated $375K sold.

Outlook Wealth Advisors first reported a position in JAAA in Q2 2022 and held it in 15 quarters. The position peaked at $3.08M in Q3 2022. 839 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

Outlook Wealth Advisors reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 7,423 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $375K.
Outlook Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q2 2022 and held it in 15 quarters.
Outlook Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $3.08M in Q3 2022.
839 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.