Prosperity Financial Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Prosperity Financial Group’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	$1.63M	Buy	32,308 +25,869	+402%	+$1.31M	0.51%	57
2026 Q1	$324K	Buy	6,439 +48	+0.8%	+$2.43K	0.12%	139
2025 Q4	$323K	Buy	6,391 +2,231	+54%	+$113K	0.12%	130
2025 Q3	$211K	Buy	+4,160	New	+$211K	0.08%	163

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 22.9% 1-Year Est. Return

Prosperity Financial Group's JAAA Position: Q2 2026 in Review

Prosperity Financial Group increased its Janus Henderson AAA CLO ETF (JAAA) stake by 402% in Q2 2026, buying an estimated $1.31M and bringing the position to 32,308 shares worth $1.63M. The position accounts for 0.51% of the portfolio, ranked #57.

Prosperity Financial Group first reported a position in JAAA in Q3 2025 and has held it in 4 quarters since. 907 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Prosperity Financial Group held 32,308 shares of Janus Henderson AAA CLO ETF worth $1.63M as of Q2 2026.
Prosperity Financial Group bought 25,869 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.31M.
Janus Henderson AAA CLO ETF made up 0.51% of Prosperity Financial Group's portfolio in Q2 2026, its #57 holding.
Prosperity Financial Group first reported a position in Janus Henderson AAA CLO ETF in Q3 2025 and has held it in 4 quarters since.
907 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.