Sequoia Financial Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Sequoia Financial 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	$225K	Sell	4,459 -2,120	-32%	-$107K	﹤0.01%	1889
2026 Q1	$331K	Buy	6,579 +1,620	+33%	+$82K	﹤0.01%	1512
2025 Q4	$251K	Buy	+4,959	New	+$251K	﹤0.01%	1670
2025 Q2	–	Sell	-3,947	Closed	-$200K	–	1615
2025 Q1	$200K	Buy	+3,947	New	+$200K	﹤0.01%	1272

Other funds holding JAAA

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Sequoia Financial Advisors's JAAA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 32% in Q2 2026, selling an estimated $107K and leaving 4,459 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Sequoia Financial Advisors first reported a position in JAAA in Q1 2025 and has held it in 4 quarters since. The position peaked at $331K in Q1 2026. 206 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Sequoia Financial Advisors held 4,459 shares of Janus Henderson AAA CLO ETF worth $225K as of Q2 2026.
Sequoia Financial Advisors sold 2,120 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $107K.
Janus Henderson AAA CLO ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1889 holding.
Sequoia Financial Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 4 quarters since.
Sequoia Financial Advisors's Janus Henderson AAA CLO ETF position peaked at $331K in Q1 2026.
206 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.