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Alpha Financial Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-17,008
Closed -$865K – 124
2024
Q3 		$865K Buy
+17,008
New +$863K 0.62% 38

Other funds holding JAAA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alpha Financial Partners's JAAA Position: Q4 2024 in Review

Alpha Financial Partners sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2024, closing a stake of 17,008 shares — an estimated $865K sold.

Alpha Financial Partners first reported a position in JAAA in Q3 2024 and held it in 1 quarter. The position peaked at $865K in Q3 2024. 676 funds tracked by Wall St. Rank hold JAAA as of Q4 2024.

  • Alpha Financial Partners reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 17,008 Janus Henderson AAA CLO ETF shares in Q4 2024, an estimated $865K.
  • Alpha Financial Partners first reported a position in Janus Henderson AAA CLO ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Janus Henderson AAA CLO ETF position peaked at $865K in Q3 2024.
  • 676 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.