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Wilbanks Smith & Thomas Asset Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$13M Buy
+255,346
New +$12.9M 0.36% 69

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's JAAA Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q1 2024: 255,346 shares worth $13M. The stake represents 0.36% of the portfolio and ranks #69 among its holdings.

371 funds tracked by Wall St. Rank hold JAAA as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 255,346 shares of Janus Henderson AAA CLO ETF worth $13M as of Q1 2024.
  • Janus Henderson AAA CLO ETF was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
  • Janus Henderson AAA CLO ETF made up 0.36% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #69 holding.
  • 371 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.