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

Strategic 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
Q1 		$12.6K Hold
250
– – ﹤0.01% 831
2025
Q4 		$12.6K Sell
250
-10,060
-98% -$509K ﹤0.01% 823
2025
Q3 		$524K Buy
10,310
+9,950
+2,764% +$504K 0.04% 224
2025
Q2 		$18.3K Buy
+360
New +$18.2K ﹤0.01% 669

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Wealth Partners's JAAA Position: Q1 2026 in Review

Strategic Wealth Partners held its Janus Henderson AAA CLO ETF (JAAA) position steady in Q1 2026 at 250 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Strategic Wealth Partners first reported a position in JAAA in Q2 2025 and has held it in 4 quarters since. The position peaked at $524K in Q3 2025. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Strategic Wealth Partners held 250 shares of Janus Henderson AAA CLO ETF worth $12.6K as of Q1 2026.
  • Strategic Wealth Partners left its Janus Henderson AAA CLO ETF share count unchanged in Q1 2026.
  • Janus Henderson AAA CLO ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #831 holding.
  • Strategic Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $524K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.