Western Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Western Wealth Management’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 Q1	$1.39M	Buy	27,515 +7,405	+37%	+$375K	0.05%	352
2025 Q4	$1.02M	Buy	20,110 +8,040	+67%	+$407K	0.05%	342
2025 Q3	$613K	Buy	12,070 +3,257	+37%	+$165K	0.03%	403
2025 Q2	$447K	Sell	8,813 -25,655	-74%	-$1.3M	0.03%	441
2025 Q1	$1.75M	Sell	34,468 -741	-2%	-$37.6K	0.12%	176
2024 Q4	$1.79M	Sell	35,209 -620	-2%	-$31.5K	0.12%	166
2024 Q3	$1.82M	Buy	35,829 +3,182	+10%	+$162K	0.1%	201
2024 Q2	$1.66M	Buy	+32,647	New	+$1.66M	0.12%	150

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Western Wealth Management's JAAA Position: Q1 2026 in Review

Western Wealth Management increased its Janus Henderson AAA CLO ETF (JAAA) stake by 37% in Q1 2026, buying an estimated $375K and bringing the position to 27,515 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #352.

Western Wealth Management first reported a position in JAAA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q3 2024. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

Western Wealth Management held 27,515 shares of Janus Henderson AAA CLO ETF worth $1.39M as of Q1 2026.
Western Wealth Management bought 7,405 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $375K.
Janus Henderson AAA CLO ETF made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #352 holding.
Western Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and has held it in 8 quarters since.
Western Wealth Management's Janus Henderson AAA CLO ETF position peaked at $1.82M in Q3 2024.
838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.