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Schechter Investment Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Schechter Investment 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
Q1 		$30M Buy
592,020
+167,152
+39% +$8.49M 2.47% 6
2024
Q4 		$21.5M Buy
424,868
+410,380
+2,833% +$20.8M 1.65% 14
2024
Q3 		$737K Buy
+14,488
New +$735K 0.05% 316

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schechter Investment Advisors's JAAA Position: Q1 2025 in Review

Schechter Investment Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 39% in Q1 2025, buying an estimated $8.49M and bringing the position to 592,020 shares worth $30M. The position accounts for 2.47% of the portfolio, ranked #6.

Schechter Investment Advisors first reported a position in JAAA in Q3 2024 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold JAAA as of Q1 2025.

  • Schechter Investment Advisors held 592,020 shares of Janus Henderson AAA CLO ETF worth $30M as of Q1 2025.
  • Schechter Investment Advisors bought 167,152 Janus Henderson AAA CLO ETF shares in Q1 2025, an estimated $8.49M.
  • Janus Henderson AAA CLO ETF made up 2.47% of Schechter Investment Advisors's portfolio in Q1 2025, its #6 holding.
  • Schechter Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.