Planned Solutions’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Planned Solutions’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	$440K	Buy	8,721 +229	+3%	+$11.6K	0.13%	85
2026 Q1	$428K	Buy	8,492 +709	+9%	+$35.9K	0.14%	79
2025 Q4	$394K	Sell	7,783 -2,678	-26%	-$136K	0.13%	85
2025 Q3	$531K	Buy	10,461 +1,721	+20%	+$87.2K	0.18%	62
2025 Q2	$444K	Buy	8,740 +1,985	+29%	+$100K	0.17%	67
2025 Q1	$343K	Buy	6,755 +1,387	+26%	+$70.4K	0.14%	73
2024 Q4	$272K	Buy	5,368 +1,049	+24%	+$53.3K	0.11%	85
2024 Q3	$220K	Buy	+4,319	New	+$219K	0.09%	105

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

Planned Solutions's JAAA Position: Q2 2026 in Review

Planned Solutions increased its Janus Henderson AAA CLO ETF (JAAA) stake by 2.7% in Q2 2026, buying an estimated $11.6K and bringing the position to 8,721 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #85.

Planned Solutions first reported a position in JAAA in Q3 2024 and has held it in 8 quarters since. The position peaked at $531K in Q3 2025. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Planned Solutions held 8,721 shares of Janus Henderson AAA CLO ETF worth $440K as of Q2 2026.
Planned Solutions bought 229 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $11.6K.
Janus Henderson AAA CLO ETF made up 0.13% of Planned Solutions's portfolio in Q2 2026, its #85 holding.
Planned Solutions first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 8 quarters since.
Planned Solutions's Janus Henderson AAA CLO ETF position peaked at $531K in Q3 2025.
903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.