VisionPoint Advisory Group’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

VisionPoint Advisory Group’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	$641K	Sell	12,696 -1,714	-12%	-$86.7K	0.1%	201
2026 Q2	$728K	Buy	14,410 +40	+0.3%	+$2.02K	0.12%	196
2026 Q1	$724K	Sell	14,370 -8,086	-36%	-$409K	0.14%	172
2025 Q4	$1.14M	Buy	+22,456	New	+$1.14M	0.22%	108
2025 Q2	–	Sell	-23,470	Closed	-$1.19M	–	370
2025 Q1	$1.19M	Buy	+23,470	New	+$1.19M	0.41%	65

Other funds holding JAAA

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

VisionPoint Advisory Group's JAAA Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 12% in Q3 2026, selling an estimated $86.7K and leaving 12,696 shares worth $641K. The position accounts for 0.1% of the portfolio, ranked #201.

VisionPoint Advisory Group first reported a position in JAAA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2025. 49 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

VisionPoint Advisory Group held 12,696 shares of Janus Henderson AAA CLO ETF worth $641K as of Q3 2026.
VisionPoint Advisory Group sold 1,714 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $86.7K.
Janus Henderson AAA CLO ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #201 holding.
VisionPoint Advisory Group first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's Janus Henderson AAA CLO ETF position peaked at $1.19M in Q1 2025.
49 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.