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WR Wealth Planners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

WR Wealth Planners’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
Q4 		$1.99M Buy
39,167
+3,243
+9% +$165K 0.64% 25
2024
Q3 		$1.83M Buy
+35,924
New +$1.82M 0.51% 36

Other funds holding JAAA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's JAAA Position: Q4 2024 in Review

WR Wealth Planners increased its Janus Henderson AAA CLO ETF (JAAA) stake by 9% in Q4 2024, buying an estimated $165K and bringing the position to 39,167 shares worth $1.99M. The position accounts for 0.64% of the portfolio, ranked #25.

WR Wealth Planners first reported a position in JAAA in Q3 2024 and has held it in 2 quarters since. 676 funds tracked by Wall St. Rank hold JAAA as of Q4 2024.

  • WR Wealth Planners held 39,167 shares of Janus Henderson AAA CLO ETF worth $1.99M as of Q4 2024.
  • WR Wealth Planners bought 3,243 Janus Henderson AAA CLO ETF shares in Q4 2024, an estimated $165K.
  • Janus Henderson AAA CLO ETF made up 0.64% of WR Wealth Planners's portfolio in Q4 2024, its #25 holding.
  • WR Wealth Planners first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and has held it in 2 quarters since.
  • 676 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.