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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
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

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

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

Triad Wealth Partners sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2026, closing a stake of 6,550 shares — an estimated $331K sold.

Triad Wealth Partners first reported a position in JAAA in Q1 2024 and held it in 6 quarters. The position peaked at $382K in Q2 2024. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • Triad Wealth Partners reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 6,550 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $331K.
  • Triad Wealth Partners first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and held it in 6 quarters.
  • Triad Wealth Partners's Janus Henderson AAA CLO ETF position peaked at $382K in Q2 2024.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.