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

Principle 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	$521K	Buy	10,327 +25	+0.2%	+$1.26K	0.03%	251
2026 Q1	$519K	Sell	10,302 -1,956	-16%	-$99K	0.03%	235
2025 Q4	$620K	Sell	12,258 -806	-6%	-$40.8K	0.03%	216
2025 Q3	$663K	Buy	13,064 +5,434	+71%	+$275K	0.04%	202
2025 Q2	$387K	Buy	7,630 +3,012	+65%	+$152K	0.02%	264
2025 Q1	$234K	Buy	+4,618	New	+$235K	0.02%	319

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

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

Principle Wealth Partners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 0.24% in Q2 2026, buying an estimated $1.26K and bringing the position to 10,327 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #251.

Principle Wealth Partners first reported a position in JAAA in Q1 2025 and has held it in 6 quarters since. The position peaked at $663K in Q3 2025. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Principle Wealth Partners held 10,327 shares of Janus Henderson AAA CLO ETF worth $521K as of Q2 2026.
Principle Wealth Partners bought 25 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.26K.
Janus Henderson AAA CLO ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #251 holding.
Principle Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
Principle Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $663K in Q3 2025.
903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.