Sterling Investment Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Sterling Investment Management’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	$8.93M	Buy	+176,782	New	+$8.94M	4.9%	5

Other funds holding JAAA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Sterling Investment Management's JAAA Position: Q2 2026 in Review

Sterling Investment Management opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q2 2026: 176,782 shares worth $8.93M. The stake represents 4.9% of the portfolio and ranks #5 among its holdings.

309 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Sterling Investment Management held 176,782 shares of Janus Henderson AAA CLO ETF worth $8.93M as of Q2 2026.
Janus Henderson AAA CLO ETF was a new Sterling Investment Management position in Q2 2026.
Janus Henderson AAA CLO ETF made up 4.9% of Sterling Investment Management's portfolio in Q2 2026, its #5 holding.
309 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.