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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return