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SHP Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

SHP Wealth Management’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
Q1 		$2.32M Buy
46,102
+3,596
+8% +$182K 0.18% 40
2025
Q4 		$2.15M Buy
+42,506
New +$2.15M 0.17% 46

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's JAAA Position: Q1 2026 in Review

SHP Wealth Management increased its Janus Henderson AAA CLO ETF (JAAA) stake by 8.5% in Q1 2026, buying an estimated $182K and bringing the position to 46,102 shares worth $2.32M. The position accounts for 0.18% of the portfolio, ranked #40.

SHP Wealth Management first reported a position in JAAA in Q4 2025 and has held it in 2 quarters since. 839 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • SHP Wealth Management held 46,102 shares of Janus Henderson AAA CLO ETF worth $2.32M as of Q1 2026.
  • SHP Wealth Management bought 3,596 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $182K.
  • Janus Henderson AAA CLO ETF made up 0.18% of SHP Wealth Management's portfolio in Q1 2026, its #40 holding.
  • SHP Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 839 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.