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

Peterson 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
2024
Q3 		$460K Buy
9,041
+153
+2% +$7.77K 1.77% 11
2024
Q2 		$452K Buy
8,888
+4,580
+106% +$232K 2.76% 12
2024
Q1 		$219K Sell
4,308
-195
-4% -$9.86K 1.43% 26
2023
Q4 		$227K Buy
+4,503
New +$226K 1.49% 26

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Peterson Financial Group's JAAA Position: Q3 2024 in Review

Peterson Financial Group increased its Janus Henderson AAA CLO ETF (JAAA) stake by 1.7% in Q3 2024, buying an estimated $7.77K and bringing the position to 9,041 shares worth $460K. The position accounts for 1.77% of the portfolio, ranked #11.

Peterson Financial Group first reported a position in JAAA in Q4 2023 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold JAAA as of Q3 2024.

  • Peterson Financial Group held 9,041 shares of Janus Henderson AAA CLO ETF worth $460K as of Q3 2024.
  • Peterson Financial Group bought 153 Janus Henderson AAA CLO ETF shares in Q3 2024, an estimated $7.77K.
  • Janus Henderson AAA CLO ETF made up 1.77% of Peterson Financial Group's portfolio in Q3 2024, its #11 holding.
  • Peterson Financial Group first reported a position in Janus Henderson AAA CLO ETF in Q4 2023 and has held it in 4 quarters since.
  • 554 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.