Parkwoods Wealth Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Parkwoods Wealth Partners’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	$2.39M	Buy	47,466 +243	+0.5%	+$12.3K	0.59%	26
2025 Q4	$2.39M	Buy	47,223 +9,784	+26%	+$495K	0.7%	23
2025 Q3	$1.9M	Buy	37,439 +3,909	+12%	+$198K	0.65%	22
2025 Q2	$1.7M	Buy	33,530 +9,782	+41%	+$494K	0.98%	12
2025 Q1	$1.2M	Buy	+23,748	New	+$1.21M	0.81%	12

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parkwoods Wealth Partners's JAAA Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 0.51% in Q1 2026, buying an estimated $12.3K and bringing the position to 47,466 shares worth $2.39M. The position accounts for 0.59% of the portfolio, ranked #26.

Parkwoods Wealth Partners first reported a position in JAAA in Q1 2025 and has held it in 5 quarters since. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

Parkwoods Wealth Partners held 47,466 shares of Janus Henderson AAA CLO ETF worth $2.39M as of Q1 2026.
Parkwoods Wealth Partners bought 243 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $12.3K.
Janus Henderson AAA CLO ETF made up 0.59% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #26 holding.
Parkwoods Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 5 quarters since.
838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.