Quest 10 Wealth Builders’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Quest 10 Wealth Builders’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	$46.7K	Sell	925 -138	-13%	-$6.98K	0.04%	223
2026 Q1	$53.5K	Sell	1,063 -594	-36%	-$30.1K	0.05%	199
2025 Q4	$83.8K	Buy	1,657 +163	+11%	+$8.25K	0.08%	146
2025 Q3	$75.9K	Sell	1,494 -129	-8%	-$6.54K	0.07%	144
2025 Q2	$82.4K	Sell	1,623 -7	-0.4%	-$353	0.08%	143
2025 Q1	$82.7K	Buy	1,630 +360	+28%	+$18.3K	0.09%	133
2024 Q4	$64.4K	Buy	+1,270	New	+$64.5K	0.06%	158

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

Quest 10 Wealth Builders's JAAA Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 13% in Q2 2026, selling an estimated $6.98K and leaving 925 shares worth $46.7K. The position accounts for 0.04% of the portfolio, ranked #223.

Quest 10 Wealth Builders first reported a position in JAAA in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.8K in Q4 2025. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Quest 10 Wealth Builders held 925 shares of Janus Henderson AAA CLO ETF worth $46.7K as of Q2 2026.
Quest 10 Wealth Builders sold 138 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $6.98K.
Janus Henderson AAA CLO ETF made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #223 holding.
Quest 10 Wealth Builders first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Janus Henderson AAA CLO ETF position peaked at $83.8K in Q4 2025.
903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.