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

Strategic Wealth Partners Group’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
2024 Q1	$29.6M	Buy	+583,025	New	+$29.5M	3.26%	10

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Wealth Partners Group's JAAA Position: Q1 2024 in Review

Strategic Wealth Partners Group opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q1 2024: 583,025 shares worth $29.6M. The stake represents 3.26% of the portfolio and ranks #10 among its holdings.

371 funds tracked by Wall St. Rank hold JAAA as of Q1 2024.

Strategic Wealth Partners Group held 583,025 shares of Janus Henderson AAA CLO ETF worth $29.6M as of Q1 2024.
Janus Henderson AAA CLO ETF was a new Strategic Wealth Partners Group position in Q1 2024.
Janus Henderson AAA CLO ETF made up 3.26% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #10 holding.
371 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.