PPL
JAAA icon

Planning Project LLC’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Planning Project LLC’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
Q4 		$488K Buy
+9,648
New +$488K 0.12% 22

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Planning Project LLC's JAAA Position: Q4 2025 in Review

Planning Project LLC opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q4 2025: 9,648 shares worth $488K. The stake represents 0.12% of the portfolio and ranks #22 among its holdings.

843 funds tracked by Wall St. Rank hold JAAA as of Q4 2025.

  • Planning Project LLC held 9,648 shares of Janus Henderson AAA CLO ETF worth $488K as of Q4 2025.
  • Janus Henderson AAA CLO ETF was a new Planning Project LLC position in Q4 2025.
  • Janus Henderson AAA CLO ETF made up 0.12% of Planning Project LLC's portfolio in Q4 2025, its #22 holding.
  • 843 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.