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Adapt Wealth Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Adapt Wealth Advisors’s Portfolio VNLA Stock Details VNLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,848
Closed -$434K – 80
2024
Q3 		$434K Hold
8,848
– – 0.23% 46
2024
Q2 		$429K Buy
+8,848
New +$428K 0.27% 45

Other funds holding VNLA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Adapt Wealth Advisors's VNLA Position: Q4 2024 in Review

Adapt Wealth Advisors sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2024, closing a stake of 8,848 shares — an estimated $434K sold.

Adapt Wealth Advisors first reported a position in VNLA in Q2 2024 and held it in 2 quarters. The position peaked at $434K in Q3 2024. 210 funds tracked by Wall St. Rank hold VNLA as of Q4 2024.

  • Adapt Wealth Advisors reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2024 after selling out during the quarter.
  • Adapt Wealth Advisors sold 8,848 Janus Henderson Short Duration Income ETF shares in Q4 2024, an estimated $434K.
  • Adapt Wealth Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q2 2024 and held it in 2 quarters.
  • Adapt Wealth Advisors's Janus Henderson Short Duration Income ETF position peaked at $434K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2024.

Based on Adapt Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.