XY Planning Network’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

XY Planning Network’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	$417K	Buy	8,264 +1,222	+17%	+$61.8K	0.04%	276
2026 Q2	$356K	Sell	7,042 -1,329	-16%	-$67.2K	0.04%	264
2026 Q1	$422K	Buy	8,371 +2,276	+37%	+$115K	0.07%	195
2025 Q4	$308K	Buy	+6,095	New	+$308K	0.05%	217

Other funds holding JAAA

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 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

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

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

XY Planning Network's JAAA Position: Q3 2026 in Review

XY Planning Network increased its Janus Henderson AAA CLO ETF (JAAA) stake by 17% in Q3 2026, buying an estimated $61.8K and bringing the position to 8,264 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #276.

XY Planning Network first reported a position in JAAA in Q4 2025 and has held it in 4 quarters since. The position peaked at $422K in Q1 2026. 307 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

XY Planning Network held 8,264 shares of Janus Henderson AAA CLO ETF worth $417K as of Q3 2026.
XY Planning Network bought 1,222 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $61.8K.
Janus Henderson AAA CLO ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #276 holding.
XY Planning Network first reported a position in Janus Henderson AAA CLO ETF in Q4 2025 and has held it in 4 quarters since.
XY Planning Network's Janus Henderson AAA CLO ETF position peaked at $422K in Q1 2026.
307 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.