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

World 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
Q1 		$15.6M Buy
308,799
+32,184
+12% +$1.63M 0.25% 80
2025
Q4 		$14M Buy
276,615
+30,334
+12% +$1.54M 0.23% 94
2025
Q3 		$12.5M Buy
246,281
+6,193
+3% +$314K 0.26% 80
2025
Q2 		$12.2M Sell
240,088
-1,185
-0.5% -$59.8K 0.28% 74
2025
Q1 		$12.2M Buy
241,273
+107,964
+81% +$5.48M 0.32% 64
2024
Q4 		$6.76M Buy
133,309
+49,211
+59% +$2.5M 0.19% 128
2024
Q3 		$4.28M Buy
84,098
+45,784
+119% +$2.32M 0.13% 174
2024
Q2 		$1.95M Buy
+38,314
New +$1.94M 0.12% 167
2024
Q1 		– Sell
-4,233
Closed -$213K – 435
2023
Q4 		$213K Sell
4,233
-633
-13% -$31.8K 0.03% 359
2023
Q3 		$245K Sell
4,866
-322
-6% -$16.1K 0.05% 226
2023
Q2 		$259K Buy
5,188
+620
+14% +$30.8K 0.05% 214
2023
Q1 		$226K Sell
4,568
-190
-4% -$9.43K 0.05% 210
2022
Q4 		$234K Sell
4,758
-29
-0.6% -$1.42K 0.05% 206
2022
Q3 		$235K Hold
4,787
– – 0.06% 204
2022
Q2 		$235K Buy
4,787
+536
+13% +$26.6K 0.05% 230
2022
Q1 		$213K Buy
4,251
+51
+1% +$2.56K 0.04% 247
2021
Q4 		$212K Buy
+4,200
New +$212K 0.04% 248

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

World Investment Advisors's JAAA Position: Q1 2026 in Review

World Investment Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 12% in Q1 2026, buying an estimated $1.63M and bringing the position to 308,799 shares worth $15.6M. The position accounts for 0.25% of the portfolio, ranked #80.

World Investment Advisors first reported a position in JAAA in Q4 2021 and has held it in 17 quarters since. 838 funds tracked by Wall St. Rank hold JAAA as of Q1 2026.

  • World Investment Advisors held 308,799 shares of Janus Henderson AAA CLO ETF worth $15.6M as of Q1 2026.
  • World Investment Advisors bought 32,184 Janus Henderson AAA CLO ETF shares in Q1 2026, an estimated $1.63M.
  • Janus Henderson AAA CLO ETF made up 0.25% of World Investment Advisors's portfolio in Q1 2026, its #80 holding.
  • World Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q4 2021 and has held it in 17 quarters since.
  • 838 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.