SHJ
JAAA icon

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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sharkey, Howes & Javer's JAAA Position: Q2 2026 in Review

Sharkey, Howes & Javer opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q2 2026: 43,395 shares worth $2.19M. The stake represents 0.26% of the portfolio and ranks #54 among its holdings. This is a return to the name: Sharkey, Howes & Javer previously reported a position in JAAA as recently as Q1 2025.

Sharkey, Howes & Javer first reported a position in JAAA in Q4 2024 and has held it in 3 quarters since. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Sharkey, Howes & Javer held 43,395 shares of Janus Henderson AAA CLO ETF worth $2.19M as of Q2 2026.
  • Janus Henderson AAA CLO ETF was a new Sharkey, Howes & Javer position in Q2 2026.
  • Janus Henderson AAA CLO ETF made up 0.26% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #54 holding.
  • Sharkey, Howes & Javer first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 3 quarters since.
  • 904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.