Triad Wealth Partners
JAAA icon

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

Triad 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 		– Sell
-5,925
Closed -$299K – 584
2026
Q2 		$299K Buy
+5,925
New +$300K 0.02% 447
2026
Q1 		– Sell
-6,550
Closed -$331K – 498
2025
Q4 		$331K Buy
+6,550
New +$331K 0.03% 361
2025
Q3 		– Sell
-6,141
Closed -$312K – 379
2025
Q2 		$312K Sell
6,141
-200
-3% -$10.1K 0.06% 212
2025
Q1 		$322K Sell
6,341
-228
-3% -$11.6K 0.1% 150
2024
Q4 		$333K Buy
+6,569
New +$334K 0.12% 124
2024
Q3 		– Sell
-7,515
Closed -$382K – 482
2024
Q2 		$382K Buy
7,515
+3,201
+74% +$162K 0.2% 49
2024
Q1 		$219K Buy
+4,314
New +$218K 0.17% 56

Other funds holding JAAA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Arch Capital Group
Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Triad Wealth Partners sold out of Janus Henderson AAA CLO ETF (JAAA) in Q3 2026, closing a stake of 5,925 shares — an estimated $299K sold.

Triad Wealth Partners first reported a position in JAAA in Q1 2024 and held it in 7 quarters. The position peaked at $382K in Q2 2024. 661 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Triad Wealth Partners reported no remaining Janus Henderson AAA CLO ETF position as of Q3 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 5,925 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $299K.
  • Triad Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and held it in 7 quarters.
  • Triad Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $382K in Q2 2024.
  • 661 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.