Sanchez Wealth Management Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Sanchez Wealth Management Group’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	$50.5M	Buy	999,572 +472,390	+90%	+$23.9M	8.84%	2
2026 Q1	$26.6M	Buy	527,182 +25,365	+5%	+$1.28M	5.74%	8
2025 Q4	$25.4M	Buy	501,817 +143,125	+40%	+$7.24M	5.43%	8
2025 Q3	$18.2M	Buy	358,692 +33,379	+10%	+$1.69M	4.04%	11
2025 Q2	$16.5M	Buy	325,313 +44,240	+16%	+$2.23M	3.98%	11
2025 Q1	$14.3M	Buy	281,073 +77,190	+38%	+$3.92M	3.87%	11
2024 Q4	$10.3M	Buy	203,883 +88,040	+76%	+$4.47M	2.82%	16
2024 Q3	$5.89M	Buy	+115,843	New	+$5.88M	1.8%	19

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

Sanchez Wealth Management Group's JAAA Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its Janus Henderson AAA CLO ETF (JAAA) stake by 90% in Q2 2026, buying an estimated $23.9M and bringing the position to 999,572 shares worth $50.5M. The position accounts for 8.84% of the portfolio, ranked #2.

Sanchez Wealth Management Group first reported a position in JAAA in Q3 2024 and has held it in 8 quarters since. 901 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Sanchez Wealth Management Group held 999,572 shares of Janus Henderson AAA CLO ETF worth $50.5M as of Q2 2026.
Sanchez Wealth Management Group bought 472,390 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $23.9M.
Janus Henderson AAA CLO ETF made up 8.84% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #2 holding.
Sanchez Wealth Management Group first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 8 quarters since.
901 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.