Secured Retirement Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Secured Retirement 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
2026 Q2	$933K	Sell	18,475 -765	-4%	-$38.7K	0.48%	84
2026 Q1	$969K	Sell	19,240 -6,064	-24%	-$307K	0.55%	64
2025 Q4	$1.28M	Buy	25,304 +626	+3%	+$31.7K	0.71%	48
2025 Q3	$1.25M	Sell	24,678 -1,011	-4%	-$51.2K	0.7%	54
2025 Q2	$1.3M	Buy	25,689 +1,965	+8%	+$99.2K	0.78%	49
2025 Q1	$1.2M	Buy	+23,724	New	+$1.2M	0.78%	48

Other funds holding JAAA

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Secured Retirement Advisors's JAAA Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 4% in Q2 2026, selling an estimated $38.7K and leaving 18,475 shares worth $933K. The position accounts for 0.48% of the portfolio, ranked #84.

Secured Retirement Advisors first reported a position in JAAA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3M in Q2 2025. 181 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Secured Retirement Advisors held 18,475 shares of Janus Henderson AAA CLO ETF worth $933K as of Q2 2026.
Secured Retirement Advisors sold 765 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $38.7K.
Janus Henderson AAA CLO ETF made up 0.48% of Secured Retirement Advisors's portfolio in Q2 2026, its #84 holding.
Secured Retirement Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
Secured Retirement Advisors's Janus Henderson AAA CLO ETF position peaked at $1.3M in Q2 2025.
181 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.