Sigma Planning Corp’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Sigma Planning Corp’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 Q3	$3.37M	Sell	66,835 -21,532	-24%	-$1.09M	0.09%	228
2026 Q2	$4.47M	Sell	88,367 -30,890	-26%	-$1.56M	0.11%	191
2026 Q1	$6.01M	Buy	119,257 +10,592	+10%	+$536K	0.17%	124
2025 Q4	$5.5M	Buy	108,665 +20,200	+23%	+$1.02M	0.15%	132
2025 Q3	$4.49M	Buy	88,465 +1,540	+2%	+$78.1K	0.13%	158
2025 Q2	$4.41M	Buy	86,925 +3,314	+4%	+$167K	0.13%	161
2025 Q1	$4.24M	Buy	83,611 +28,130	+51%	+$1.43M	0.14%	154
2024 Q4	$2.81M	Buy	55,481 +16,500	+42%	+$838K	0.09%	215
2024 Q3	$1.98M	Buy	38,981 +18,391	+89%	+$934K	0.06%	291
2024 Q2	$1.05M	Sell	20,590 -503	-2%	-$25.5K	0.03%	471
2024 Q1	$1.07M	Buy	21,093 +16,406	+350%	+$829K	0.03%	482
2023 Q4	$236K	Sell	4,687 -25,020	-84%	-$1.26M	0.02%	712
2023 Q3	$1.5M	Buy	+29,707	New	+$1.49M	0.06%	340

Other funds holding JAAA

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Sigma Planning Corp's JAAA Position: Q3 2026 in Review

Sigma Planning Corp reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 24% in Q3 2026, selling an estimated $1.09M and leaving 66,835 shares worth $3.37M. The position accounts for 0.09% of the portfolio, ranked #228.

Sigma Planning Corp first reported a position in JAAA in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.01M in Q1 2026. 307 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

Sigma Planning Corp held 66,835 shares of Janus Henderson AAA CLO ETF worth $3.37M as of Q3 2026.
Sigma Planning Corp sold 21,532 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $1.09M.
Janus Henderson AAA CLO ETF made up 0.09% of Sigma Planning Corp's portfolio in Q3 2026, its #228 holding.
Sigma Planning Corp first reported a position in Janus Henderson AAA CLO ETF in Q3 2023 and has held it in 13 quarters since.
Sigma Planning Corp's Janus Henderson AAA CLO ETF position peaked at $6.01M in Q1 2026.
307 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.