Root Financial Partners
JAAA icon

Root Financial Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Root Financial Partners’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 		$50.4K Buy
+999
New +$50.6K ﹤0.01% 1082
2025
Q3 		– Sell
-5,159
Closed -$262K – 2298
2025
Q2 		$262K Buy
+5,159
New +$260K 0.03% 201

Other funds holding JAAA

Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Root Financial Partners's JAAA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q3 2026: 999 shares worth $50.4K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JAAA as recently as Q2 2025.

Root Financial Partners first reported a position in JAAA in Q2 2025 and has held it in 2 quarters since. The position peaked at $262K in Q2 2025. 854 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Root Financial Partners held 999 shares of Janus Henderson AAA CLO ETF worth $50.4K as of Q3 2026.
  • Janus Henderson AAA CLO ETF was a new Root Financial Partners position in Q3 2026.
  • Janus Henderson AAA CLO ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1082 holding.
  • Root Financial Partners first reported a position in Janus Henderson AAA CLO ETF in Q2 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Janus Henderson AAA CLO ETF position peaked at $262K in Q2 2025.
  • 854 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.