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

Wealthcare Capital 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	$1.03M	Buy	20,404 +3,043	+18%	+$154K	0.43%	55
2026 Q1	$874K	Buy	17,361 +4,159	+32%	+$211K	0.41%	54
2025 Q4	$668K	Buy	13,202 +3,568	+37%	+$181K	0.31%	60
2025 Q3	$489K	Buy	9,634 +4,281	+80%	+$217K	0.22%	80
2025 Q2	$272K	Buy	5,353 +1,152	+27%	+$58.2K	0.14%	118
2025 Q1	$213K	Buy	4,201 +176	+4%	+$8.94K	0.11%	122
2024 Q4	$204K	Buy	+4,025	New	+$204K	0.11%	116

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wealthcare Capital Partners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 18% in Q2 2026, buying an estimated $154K and bringing the position to 20,404 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #55.

Wealthcare Capital Partners first reported a position in JAAA in Q4 2024 and has held it in 7 quarters since. 907 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Wealthcare Capital Partners held 20,404 shares of Janus Henderson AAA CLO ETF worth $1.03M as of Q2 2026.
Wealthcare Capital Partners bought 3,043 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $154K.
Janus Henderson AAA CLO ETF made up 0.43% of Wealthcare Capital Partners's portfolio in Q2 2026, its #55 holding.
Wealthcare Capital Partners first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
907 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

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