Sharkey, Howes & Javer’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Sharkey, Howes & Javer’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	$2.19M	Buy	+43,395	New	+$2.2M	0.26%	54
2025 Q2	–	Sell	-12,177	Closed	-$617K	–	159
2025 Q1	$617K	Buy	12,177 +1,368	+13%	+$69.5K	0.09%	99
2024 Q4	$548K	Buy	+10,809	New	+$549K	0.08%	103

Other funds holding JAAA

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

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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

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

Diesslin Group Fort Worth, Texas $259M AUM

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return