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

Stone Wealth Partners’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 Q3	$2.07M	Buy	+40,883	New	+$2.07M	0.72%	44

Other funds holding JAAA

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Stone Wealth Partners's JAAA Position: Q3 2026 in Review

Stone Wealth Partners opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q3 2026: 40,883 shares worth $2.07M. The stake represents 0.72% of the portfolio and ranks #44 among its holdings.

854 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

Stone Wealth Partners held 40,883 shares of Janus Henderson AAA CLO ETF worth $2.07M as of Q3 2026.
Janus Henderson AAA CLO ETF was a new Stone Wealth Partners position in Q3 2026.
Janus Henderson AAA CLO ETF made up 0.72% of Stone Wealth Partners's portfolio in Q3 2026, its #44 holding.
854 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Stone Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.