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West Branch Capital’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

West Branch Capital’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 		– Sell
-97
Closed -$4.89K – 372
2026
Q1 		$4.89K Buy
+97
New +$4.91K ﹤0.01% 276

Other funds holding JAAA

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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 $1.88B AUM 23.81% 1-Year Est. Return
BB
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
CI
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

West Branch Capital's JAAA Position: Q2 2026 in Review

West Branch Capital sold out of Janus Henderson AAA CLO ETF (JAAA) in Q2 2026, closing a stake of 97 shares — an estimated $4.89K sold.

West Branch Capital first reported a position in JAAA in Q1 2026 and held it in 1 quarter. The position peaked at $4.89K in Q1 2026. 181 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • West Branch Capital reported no remaining Janus Henderson AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 97 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $4.89K.
  • West Branch Capital first reported a position in Janus Henderson AAA CLO ETF in Q1 2026 and held it in 1 quarter.
  • West Branch Capital's Janus Henderson AAA CLO ETF position peaked at $4.89K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.