Wealthedge Investment Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Wealthedge Investment Advisors’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	$1.07M	Sell	21,177 -141,602	-87%	-$7.16M	0.36%	67
2026 Q1	$8.2M	Sell	162,779 -6,852	-4%	-$347K	3.01%	7
2025 Q4	$8.58M	Buy	169,631 +47,387	+39%	+$2.4M	3.17%	6
2025 Q3	$6.21M	Buy	122,244 +30,477	+33%	+$1.54M	2.35%	10
2025 Q2	$4.66M	Sell	91,767 -53	-0.1%	-$2.68K	1.94%	13
2025 Q1	$4.66M	Buy	91,820 +10,757	+13%	+$546K	2.1%	10
2024 Q4	$4.11M	Buy	+81,063	New	+$4.12M	1.85%	12

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 22.96% 1-Year Est. Return

Wealthedge Investment Advisors's JAAA Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 87% in Q2 2026, selling an estimated $7.16M and leaving 21,177 shares worth $1.07M. The position accounts for 0.36% of the portfolio, ranked #67.

Wealthedge Investment Advisors first reported a position in JAAA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.58M in Q4 2025. 901 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

Wealthedge Investment Advisors held 21,177 shares of Janus Henderson AAA CLO ETF worth $1.07M as of Q2 2026.
Wealthedge Investment Advisors sold 141,602 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $7.16M.
Janus Henderson AAA CLO ETF made up 0.36% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #67 holding.
Wealthedge Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's Janus Henderson AAA CLO ETF position peaked at $8.58M in Q4 2025.
901 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.