Regal Investment Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Regal Investment Advisors’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	$689K	Buy	13,649 +2,601	+24%	+$132K	0.04%	393
2026 Q1	$557K	Buy	+11,048	New	+$559K	0.03%	405
2024 Q4	–	Sell	-103,987	Closed	-$5.29M	–	493
2024 Q3	$5.29M	Sell	103,987 -103,610	-50%	-$5.26M	0.37%	76
2024 Q2	$10.6M	Buy	207,597 +8,394	+4%	+$426K	0.69%	31
2024 Q1	$10.1M	Buy	199,203 +19,657	+11%	+$994K	0.69%	31
2023 Q4	$9.03M	Buy	+179,546	New	+$9.01M	0.68%	33

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

Regal Investment Advisors's JAAA Position: Q2 2026 in Review

Regal Investment Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 24% in Q2 2026, buying an estimated $132K and bringing the position to 13,649 shares worth $689K. The position accounts for 0.04% of the portfolio, ranked #393.

Regal Investment Advisors first reported a position in JAAA in Q4 2023 and has held it in 6 quarters since. The position peaked at $10.6M in Q2 2024. 903 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Regal Investment Advisors held 13,649 shares of Janus Henderson AAA CLO ETF worth $689K as of Q2 2026.
Regal Investment Advisors bought 2,601 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $132K.
Janus Henderson AAA CLO ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #393 holding.
Regal Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2023 and has held it in 6 quarters since.
Regal Investment Advisors's Janus Henderson AAA CLO ETF position peaked at $10.6M in Q2 2024.
903 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.