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
Q3 		$34.4M Buy
681,344
+97,704
+17% +$4.94M 0.05% 325
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
CX Institutional
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

Wealth Enhancement Advisory Services's JAAA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Janus Henderson AAA CLO ETF (JAAA) stake by 17% in Q3 2026, buying an estimated $4.94M and bringing the position to 681,344 shares worth $34.4M. The position accounts for 0.05% of the portfolio, ranked #325.

Wealth Enhancement Advisory Services first reported a position in JAAA in Q1 2023 and has held it in 15 quarters since. The position peaked at $232M in Q4 2024. 123 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 681,344 shares of Janus Henderson AAA CLO ETF worth $34.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 97,704 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $4.94M.
  • Janus Henderson AAA CLO ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #325 holding.
  • Wealth Enhancement Advisory Services first reported a position in Janus Henderson AAA CLO ETF in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Janus Henderson AAA CLO ETF position peaked at $232M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.