YIA
JAAA icon

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
Q3 		$3.71M Buy
73,497
+16,110
+28% +$815K 0.23% 97
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

YHB Investment Advisors's JAAA Position: Q3 2026 in Review

YHB Investment Advisors increased its Janus Henderson AAA CLO ETF (JAAA) stake by 28% in Q3 2026, buying an estimated $815K and bringing the position to 73,497 shares worth $3.71M. The position accounts for 0.23% of the portfolio, ranked #97.

YHB Investment Advisors first reported a position in JAAA in Q1 2025 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold JAAA as of Q3 2026.

  • YHB Investment Advisors held 73,497 shares of Janus Henderson AAA CLO ETF worth $3.71M as of Q3 2026.
  • YHB Investment Advisors bought 16,110 Janus Henderson AAA CLO ETF shares in Q3 2026, an estimated $815K.
  • Janus Henderson AAA CLO ETF made up 0.23% of YHB Investment Advisors's portfolio in Q3 2026, its #97 holding.
  • YHB Investment Advisors first reported a position in Janus Henderson AAA CLO ETF in Q1 2025 and has held it in 7 quarters since.
  • 49 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.