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

SteelPeak 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
Q2 		$823K Sell
16,236
-7,452
-31% -$377K 0.02% 346
2026
Q1 		$1.2M Sell
23,688
-10,187
-30% -$516K 0.04% 264
2025
Q4 		$1.71M Sell
33,875
-8,447
-20% -$427K 0.06% 227
2025
Q3 		$2.15M Buy
42,322
+1,926
+5% +$97.6K 0.07% 207
2025
Q2 		$2.05M Buy
40,396
+3,716
+10% +$188K 0.08% 191
2025
Q1 		$1.86M Buy
36,680
+16,063
+78% +$816K 0.08% 187
2024
Q4 		$1.05M Sell
20,617
-820
-4% -$41.6K 0.04% 243
2024
Q3 		$1.09M Buy
21,437
+2,140
+11% +$109K 0.05% 222
2024
Q2 		$982K Buy
+19,297
New +$979K 0.05% 232

Other funds holding JAAA

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SteelPeak Wealth's JAAA Position: Q2 2026 in Review

SteelPeak Wealth reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 31% in Q2 2026, selling an estimated $377K and leaving 16,236 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #346.

SteelPeak Wealth first reported a position in JAAA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q3 2025. 183 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • SteelPeak Wealth held 16,236 shares of Janus Henderson AAA CLO ETF worth $823K as of Q2 2026.
  • SteelPeak Wealth sold 7,452 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $377K.
  • Janus Henderson AAA CLO ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #346 holding.
  • SteelPeak Wealth first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 9 quarters since.
  • SteelPeak Wealth's Janus Henderson AAA CLO ETF position peaked at $2.15M in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.