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Private Client Services’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Private Client Services’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
Q3 		$238K Sell
4,713
-385
-8% -$19.5K 0.06% 204
2026
Q2 		$257K Buy
+5,098
New +$258K 0.07% 193

Other funds holding JAAA

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's JAAA Position: Q3 2026 in Review

Private Client Services reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 7.6% in Q3 2026, selling an estimated $19.5K and leaving 4,713 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #204.

Private Client Services first reported a position in JAAA in Q2 2026 and has held it in 2 quarters since. The position peaked at $257K in Q2 2026. 94 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Private Client Services held 4,713 shares of Janus Henderson AAA CLO ETF worth $238K as of Q3 2026.
  • Private Client Services sold 385 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $19.5K.
  • Janus Henderson AAA CLO ETF made up 0.06% of Private Client Services's portfolio in Q3 2026, its #204 holding.
  • Private Client Services first reported a position in Janus Henderson AAA CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • Private Client Services's Janus Henderson AAA CLO ETF position peaked at $257K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.