Pinnacle Financial Partners (Tennessee)’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	–	Sell	-9,202	Closed	-$467K	–	492
2025 Q2	$467K	Sell	9,202 -51,720	-85%	-$2.61M	0.01%	347
2025 Q1	$3.09M	Buy	60,922 +6,977	+13%	+$354K	0.06%	192
2024 Q4	$2.74M	Buy	53,945 +4,250	+9%	+$216K	0.06%	202
2024 Q3	$2.53M	Buy	+49,695	New	+$2.52M	0.05%	206

Other funds holding JAAA

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

Pinnacle Financial Partners (Tennessee)'s JAAA Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Janus Henderson AAA CLO ETF (JAAA) in Q3 2025, closing a stake of 9,202 shares — an estimated $467K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in JAAA in Q3 2024 and held it in 4 quarters. The position peaked at $3.09M in Q1 2025. 787 funds tracked by Wall St. Rank hold JAAA as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Janus Henderson AAA CLO ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 9,202 Janus Henderson AAA CLO ETF shares in Q3 2025, an estimated $467K.
Pinnacle Financial Partners (Tennessee) first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and held it in 4 quarters.
Pinnacle Financial Partners (Tennessee)'s Janus Henderson AAA CLO ETF position peaked at $3.09M in Q1 2025.
787 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.