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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
Q2 		$5.05K Sell
100
-150
-60% -$7.59K ﹤0.01% 1053
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 $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Wealth Partners's JAAA Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 60% in Q2 2026, selling an estimated $7.59K and leaving 100 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Strategic Wealth Partners first reported a position in JAAA in Q2 2025 and has held it in 5 quarters since. The position peaked at $524K in Q3 2025. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Strategic Wealth Partners held 100 shares of Janus Henderson AAA CLO ETF worth $5.05K as of Q2 2026.
  • Strategic Wealth Partners sold 150 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $7.59K.
  • Janus Henderson AAA CLO ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1053 holding.
  • Strategic Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $524K in Q3 2025.
  • 904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.