Savvy Advisors Inc’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Savvy Advisors Inc’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	$801K	Sell	15,857 -645	-4%	-$32.6K	0.02%	602
2026 Q1	$831K	Sell	16,502 -1,724	-9%	-$87.3K	0.02%	485
2025 Q4	$922K	Sell	18,226 -17,794	-49%	-$901K	0.03%	382
2025 Q3	$1.83M	Buy	36,020 +16,178	+82%	+$820K	0.08%	171
2025 Q2	$1.01M	Buy	19,842 +2,658	+15%	+$134K	0.07%	217
2025 Q1	$871K	Buy	17,184 +2,719	+19%	+$138K	0.09%	190
2024 Q4	$734K	Buy	+14,465	New	+$735K	0.09%	188

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

Savvy Advisors Inc's JAAA Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 3.9% in Q2 2026, selling an estimated $32.6K and leaving 15,857 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #602.

Savvy Advisors Inc first reported a position in JAAA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q3 2025. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Savvy Advisors Inc held 15,857 shares of Janus Henderson AAA CLO ETF worth $801K as of Q2 2026.
Savvy Advisors Inc sold 645 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $32.6K.
Janus Henderson AAA CLO ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #602 holding.
Savvy Advisors Inc first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
Savvy Advisors Inc's Janus Henderson AAA CLO ETF position peaked at $1.83M in Q3 2025.
904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.