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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
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

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

XY Planning Network's JAAA Position: Q2 2026 in Review

XY Planning Network reduced its Janus Henderson AAA CLO ETF (JAAA) stake by 16% in Q2 2026, selling an estimated $67.2K and leaving 7,042 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #264.

XY Planning Network first reported a position in JAAA in Q4 2025 and has held it in 3 quarters since. The position peaked at $422K in Q1 2026. 207 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

  • XY Planning Network held 7,042 shares of Janus Henderson AAA CLO ETF worth $356K as of Q2 2026.
  • XY Planning Network sold 1,329 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $67.2K.
  • Janus Henderson AAA CLO ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #264 holding.
  • XY Planning Network first reported a position in Janus Henderson AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's Janus Henderson AAA CLO ETF position peaked at $422K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.