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

Simplicity Wealth’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 		– Sell
-18,639
Closed -$943K – 777
2025
Q4 		$943K Sell
18,639
-1,699
-8% -$86K 0.06% 293
2025
Q3 		$1.03M Sell
20,338
-29,570
-59% -$1.5M 0.06% 282
2025
Q2 		$2.53M Sell
49,908
-13,692
-22% -$691K 0.11% 184
2025
Q1 		$3.23M Buy
+63,600
New +$3.23M 0.25% 98
2024
Q4 		– Sell
-47,846
Closed -$2.43M – 443
2024
Q3 		$2.43M Buy
47,846
+17,346
+57% +$880K 0.23% 94
2024
Q2 		$1.55M Buy
30,500
+3,039
+11% +$154K 0.04% 405
2024
Q1 		$1.39M Buy
+27,461
New +$1.39M 0.03% 431

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplicity Wealth's JAAA Position: Q1 2026 in Review

Simplicity Wealth sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2026, closing a stake of 18,639 shares — an estimated $943K sold.

Simplicity Wealth first reported a position in JAAA in Q1 2024 and held it in 7 quarters. The position peaked at $3.23M in Q1 2025. 839 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Simplicity Wealth reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 18,639 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $943K.
  • Simplicity Wealth first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and held it in 7 quarters.
  • Simplicity Wealth's Janus Henderson AAA CLO ETF position peaked at $3.23M in Q1 2025.
  • 839 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.