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Signature Estate & Investment Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Signature Estate & Investment Advisors’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
2025
Q1 		– Sell
-35,500
Closed -$1.8M – 566
2024
Q4 		$1.8M Buy
+35,500
New +$1.8M 0.05% 147

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Signature Estate & Investment Advisors's JAAA Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2025, closing a stake of 35,500 shares — an estimated $1.8M sold.

Signature Estate & Investment Advisors first reported a position in JAAA in Q4 2024 and held it in 1 quarter. The position peaked at $1.8M in Q4 2024. 748 funds tracked by Wall St. Rank hold JAAA as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 35,500 Janus Henderson AAA CLO ETF shares in Q1 2025, an estimated $1.8M.
  • Signature Estate & Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Janus Henderson AAA CLO ETF position peaked at $1.8M in Q4 2024.
  • 748 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.