ShoreHaven Wealth Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

ShoreHaven Wealth Partners’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	$2.64M	Buy	52,343 +238	+0.5%	+$12K	0.83%	28
2026 Q1	$2.62M	Buy	52,105 +5,180	+11%	+$262K	0.94%	28
2025 Q4	$2.37M	Buy	46,925 +15,046	+47%	+$761K	0.85%	28
2025 Q3	$1.62M	Buy	31,879 +612	+2%	+$31K	0.6%	37
2025 Q2	$1.59M	Buy	31,267 +23,251	+290%	+$1.17M	0.65%	37
2025 Q1	$407K	Sell	8,016 -21,118	-72%	-$1.07M	0.19%	61
2024 Q4	$1.48M	Sell	29,134 -4,347	-13%	-$221K	0.7%	33
2024 Q3	$1.7M	Buy	+33,481	New	+$1.7M	0.82%	29

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

ShoreHaven Wealth Partners's JAAA Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 0.46% in Q2 2026, buying an estimated $12K and bringing the position to 52,343 shares worth $2.64M. The position accounts for 0.83% of the portfolio, ranked #28.

ShoreHaven Wealth Partners first reported a position in JAAA in Q3 2024 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

ShoreHaven Wealth Partners held 52,343 shares of Janus Henderson AAA CLO ETF worth $2.64M as of Q2 2026.
ShoreHaven Wealth Partners bought 238 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $12K.
Janus Henderson AAA CLO ETF made up 0.83% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #28 holding.
ShoreHaven Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 8 quarters since.
181 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.