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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's JAAA Position: Q1 2026 in Review

Sigma Planning Corp increased its Janus Henderson AAA CLO ETF (JAAA) stake by 9.7% in Q1 2026, buying an estimated $536K and bringing the position to 119,257 shares worth $6.01M. The position accounts for 0.17% of the portfolio, ranked #124.

Sigma Planning Corp first reported a position in JAAA in Q3 2023 and has held it in 11 quarters since. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

Sigma Planning Corp held 119,257 shares of Janus Henderson AAA CLO ETF worth $6.01M as of Q1 2026.
Sigma Planning Corp bought 10,592 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $536K.
Janus Henderson AAA CLO ETF made up 0.17% of Sigma Planning Corp's portfolio in Q1 2026, its #124 holding.
Sigma Planning Corp first reported a position in Janus Henderson AAA CLO ETF in Q3 2023 and has held it in 11 quarters since.
838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.