Wise Wealth Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Wise Wealth 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 Q3	$2.91M	Buy	+57,652	New	+$2.92M	5.33%	3

Other funds holding JAAA

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Wise Wealth Partners's JAAA Position: Q3 2026 in Review

Wise Wealth Partners opened a new position in Janus Henderson AAA CLO ETF (JAAA) in Q3 2026: 57,652 shares worth $2.91M. The stake represents 5.33% of the portfolio and ranks #3 among its holdings.

207 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

Wise Wealth Partners held 57,652 shares of Janus Henderson AAA CLO ETF worth $2.91M as of Q3 2026.
Janus Henderson AAA CLO ETF was a new Wise Wealth Partners position in Q3 2026.
Janus Henderson AAA CLO ETF made up 5.33% of Wise Wealth Partners's portfolio in Q3 2026, its #3 holding.
207 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.