Wealthcare Advisory Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Wealthcare Advisory Partners’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	$7.2M	Sell	142,568 -168,737	-54%	-$8.54M	0.14%	139
2026 Q1	$15.7M	Buy	311,305 +24,374	+8%	+$1.23M	0.3%	72
2025 Q4	$14.5M	Buy	286,931 +19,150	+7%	+$969K	0.29%	79
2025 Q3	$13.6M	Buy	267,781 +5,035	+2%	+$255K	0.28%	72
2025 Q2	$13.3M	Sell	262,746 -7,240	-3%	-$366K	0.3%	67
2025 Q1	$13.7M	Buy	269,986 +40,968	+18%	+$2.08M	0.37%	57
2024 Q4	$11.6M	Buy	229,018 +51,865	+29%	+$2.63M	0.32%	60
2024 Q3	$9.01M	Buy	177,153 +69,024	+64%	+$3.5M	0.26%	78
2024 Q2	$5.5M	Buy	108,129 +35,286	+48%	+$1.79M	0.17%	104
2024 Q1	$3.7M	Sell	72,843 -3,364	-4%	-$170K	0.12%	141
2023 Q4	$3.83M	Buy	76,207 +9,559	+14%	+$480K	0.15%	111
2023 Q3	$3.35M	Buy	66,648 +240	+0.4%	+$12K	0.15%	110
2023 Q2	$3.31M	Sell	66,408 -974	-1%	-$48.3K	0.15%	118
2023 Q1	$3.34M	Buy	+67,382	New	+$3.34M	0.14%	122

Other funds holding JAAA

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 $1.88B AUM 23.81% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealthcare Advisory Partners's JAAA Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 54% in Q2 2026, selling an estimated $8.54M and leaving 142,568 shares worth $7.2M. The position accounts for 0.14% of the portfolio, ranked #139.

Wealthcare Advisory Partners first reported a position in JAAA in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.7M in Q1 2026. 157 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Wealthcare Advisory Partners held 142,568 shares of Janus Henderson AAA CLO ETF worth $7.2M as of Q2 2026.
Wealthcare Advisory Partners sold 168,737 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $8.54M.
Janus Henderson AAA CLO ETF made up 0.14% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #139 holding.
Wealthcare Advisory Partners first reported a position in Janus Henderson AAA CLO ETF in Q1 2023 and has held it in 14 quarters since.
Wealthcare Advisory Partners's Janus Henderson AAA CLO ETF position peaked at $15.7M in Q1 2026.
157 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.