Visionary Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Visionary Wealth Advisors’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	$5.83M	Sell	115,521 -74,398	-39%	-$3.76M	0.23%	112
2026 Q1	$9.57M	Sell	189,919 -17,244	-8%	-$873K	0.42%	68
2025 Q4	$10.5M	Buy	207,163 +56,967	+38%	+$2.88M	0.47%	56
2025 Q3	$7.63M	Buy	150,196 +144,091	+2,360%	+$7.3M	0.36%	76
2025 Q2	$310K	Buy	+6,105	New	+$308K	0.02%	451

Other funds holding JAAA

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Visionary Wealth Advisors's JAAA Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 39% in Q2 2026, selling an estimated $3.76M and leaving 115,521 shares worth $5.83M. The position accounts for 0.23% of the portfolio, ranked #112.

Visionary Wealth Advisors first reported a position in JAAA in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q4 2025. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Visionary Wealth Advisors held 115,521 shares of Janus Henderson AAA CLO ETF worth $5.83M as of Q2 2026.
Visionary Wealth Advisors sold 74,398 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $3.76M.
Janus Henderson AAA CLO ETF made up 0.23% of Visionary Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Visionary Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
Visionary Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $10.5M in Q4 2025.
904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.