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

Prasad 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 Q2	$3.54M	Sell	70,015 -121,296	-63%	-$6.14M	0.85%	31
2026 Q1	$9.64M	Buy	191,311 +2,180	+1%	+$110K	2.62%	12
2025 Q4	$9.57M	Sell	189,131 -203	-0.1%	-$10.3K	2.55%	12
2025 Q3	$9.61M	Buy	189,334 +8,466	+5%	+$429K	2.68%	12
2025 Q2	$9.18M	Sell	180,868 -200,567	-53%	-$10.1M	2.69%	13
2025 Q1	$19.3M	Buy	381,435 +37,215	+11%	+$1.89M	6.32%	3
2024 Q4	$17.5M	Buy	+344,220	New	+$17.5M	5.65%	3

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

Prasad Wealth Partners's JAAA Position: Q2 2026 in Review

Prasad Wealth Partners reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 63% in Q2 2026, selling an estimated $6.14M and leaving 70,015 shares worth $3.54M. The position accounts for 0.85% of the portfolio, ranked #31.

Prasad Wealth Partners first reported a position in JAAA in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.3M in Q1 2025. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Prasad Wealth Partners held 70,015 shares of Janus Henderson AAA CLO ETF worth $3.54M as of Q2 2026.
Prasad Wealth Partners sold 121,296 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $6.14M.
Janus Henderson AAA CLO ETF made up 0.85% of Prasad Wealth Partners's portfolio in Q2 2026, its #31 holding.
Prasad Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $19.3M in Q1 2025.
903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.