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

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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. 181 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.
181 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.