WWA
JAAA icon

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

WCG 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
Q1 		$2.23M Buy
44,219
+11,391
+35% +$577K 0.06% 253
2025
Q4 		$1.66M Buy
32,828
+5,701
+21% +$289K 0.05% 281
2025
Q3 		$1.38M Buy
27,127
+4,105
+18% +$208K 0.09% 195
2025
Q2 		$1.17M Buy
+23,022
New +$1.16M 0.08% 207
2024
Q4 		– Sell
-48,677
Closed -$2.48M – 308
2024
Q3 		$2.48M Buy
48,677
+5,026
+12% +$255K 0.17% 136
2024
Q2 		$2.22M Buy
43,651
+29,000
+198% +$1.47M 0.16% 127
2024
Q1 		$743K Buy
+14,651
New +$741K 0.06% 203

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

WCG Wealth Advisors's JAAA Position: Q1 2026 in Review

WCG Wealth Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 35% in Q1 2026, buying an estimated $577K and bringing the position to 44,219 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #253.

WCG Wealth Advisors first reported a position in JAAA in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q3 2024. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • WCG Wealth Advisors held 44,219 shares of Janus Henderson AAA CLO ETF worth $2.23M as of Q1 2026.
  • WCG Wealth Advisors bought 11,391 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $577K.
  • Janus Henderson AAA CLO ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #253 holding.
  • WCG Wealth Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2024 and has held it in 7 quarters since.
  • WCG Wealth Advisors's Janus Henderson AAA CLO ETF position peaked at $2.48M in Q3 2024.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.