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

YHB 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 Q2	$2.9M	Buy	57,387 +24,036	+72%	+$1.22M	0.19%	108
2026 Q1	$1.68M	Buy	33,351 +25,337	+316%	+$1.28M	0.12%	133
2025 Q4	$405K	Buy	8,014 +2,367	+42%	+$120K	0.03%	225
2025 Q3	$287K	Buy	5,647 +377	+7%	+$19.1K	0.02%	261
2025 Q2	$267K	Buy	5,270 +990	+23%	+$50K	0.02%	265
2025 Q1	$217K	Buy	+4,280	New	+$217K	0.02%	281

Other funds holding JAAA

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

YHB Investment Advisors's JAAA Position: Q2 2026 in Review

YHB Investment Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 72% in Q2 2026, buying an estimated $1.22M and bringing the position to 57,387 shares worth $2.9M. The position accounts for 0.19% of the portfolio, ranked #108.

YHB Investment Advisors first reported a position in JAAA in Q1 2025 and has held it in 6 quarters since. 455 funds tracked by Wall St. Rank hold JAAA as of Q2 2026.

YHB Investment Advisors held 57,387 shares of Janus Henderson AAA CLO ETF worth $2.9M as of Q2 2026.
YHB Investment Advisors bought 24,036 Janus Henderson AAA CLO ETF shares in Q2 2026, an estimated $1.22M.
Janus Henderson AAA CLO ETF made up 0.19% of YHB Investment Advisors's portfolio in Q2 2026, its #108 holding.
YHB Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
455 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.