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Retirement Planning Group (Kansas)’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Retirement Planning Group (Kansas)’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 		$413K Sell
8,186
-470
-5% -$23.8K 0.01% 368
2026
Q1 		$436K Sell
8,656
-14,336
-62% -$726K 0.01% 329
2025
Q4 		$1.16M Buy
22,992
+9,919
+76% +$502K 0.04% 174
2025
Q3 		$664K Buy
+13,073
New +$663K 0.02% 228

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Group (Kansas)'s JAAA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 5.4% in Q2 2026, selling an estimated $23.8K and leaving 8,186 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #368.

Retirement Planning Group (Kansas) first reported a position in JAAA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2025. 905 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Retirement Planning Group (Kansas) held 8,186 shares of Janus Henderson AAA CLO ETF worth $413K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 470 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $23.8K.
  • Janus Henderson AAA CLO ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #368 holding.
  • Retirement Planning Group (Kansas) first reported a position in Janus Henderson AAA CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (Kansas)'s Janus Henderson AAA CLO ETF position peaked at $1.16M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.