Safe Harbor Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$671K	Buy	+13,229	New	+$669K	0.65%	27

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Safe Harbor Wealth Advisors's JAAA Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q4 2025: 13,229 shares worth $671K. The stake represents 0.65% of the portfolio and ranks #27 among its holdings.

843 funds tracked by Wall St. Rank hold JAAA as of Q4 2025.

Safe Harbor Wealth Advisors held 13,229 shares of Janus Henderson AAA CLO ETF worth $671K as of Q4 2025.
Janus Henderson AAA CLO ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Janus Henderson AAA CLO ETF made up 0.65% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #27 holding.
843 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.