Wealth Enhancement Advisory Services
JAAA icon

Wealth Enhancement Advisory Services’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Wealth Enhancement Advisory Services’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 		$29.5M Buy
583,640
+13,721
+2% +$694K 0.05% 323
2026
Q1 		$28.7M Sell
569,919
-535,815
-48% -$27.1M 0.06% 291
2025
Q4 		$56M Sell
1,105,734
-1,577,252
-59% -$79.8M 0.08% 237
2025
Q3 		$136M Sell
2,682,986
-1,370,866
-34% -$69.5M 0.21% 93
2025
Q2 		$205M Sell
4,053,852
-144,254
-3% -$7.28M 0.34% 56
2025
Q1 		$213M Sell
4,198,106
-370,964
-8% -$18.8M 0.41% 42
2024
Q4 		$232M Buy
4,569,070
+373,799
+9% +$19M 0.44% 41
2024
Q3 		$213M Buy
4,195,271
+796,494
+23% +$40.4M 0.46% 38
2024
Q2 		$173M Buy
3,398,777
+392,471
+13% +$19.9M 0.41% 43
2024
Q1 		$153M Buy
3,006,306
+499,399
+20% +$25.2M 0.39% 49
2023
Q4 		$126M Buy
2,506,907
+429,383
+21% +$21.6M 0.37% 56
2023
Q3 		$105M Buy
2,077,524
+2,067,423
+20,468% +$104M 0.34% 61
2023
Q2 		$504K Buy
10,101
+2,203
+28% +$109K 0.01% 351
2023
Q1 		$391K Buy
+7,898
New +$392K ﹤0.01% 409

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's JAAA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Janus Henderson AAA CLO ETF (JAAA) stake by 2.4% in Q2 2026, buying an estimated $694K and bringing the position to 583,640 shares worth $29.5M. The position accounts for 0.05% of the portfolio, ranked #323.

Wealth Enhancement Advisory Services first reported a position in JAAA in Q1 2023 and has held it in 14 quarters since. The position peaked at $232M in Q4 2024. 904 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 583,640 shares of Janus Henderson AAA CLO ETF worth $29.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,721 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $694K.
  • Janus Henderson AAA CLO ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #323 holding.
  • Wealth Enhancement Advisory Services first reported a position in Janus Henderson AAA CLO ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Janus Henderson AAA CLO ETF position peaked at $232M in Q4 2024.
  • 904 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.