Atlas Private Wealth Management’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Atlas Private Wealth Management’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 Q1	$1.58M	Sell	32,549 -6,940	-18%	-$336K	0.66%	51
2023 Q4	$1.91M	Hold	39,489	–	–	0.9%	38
2023 Q3	$1.89M	Buy	39,489 +70	+0.2%	+$3.35K	1.02%	30
2023 Q2	$1.88M	Sell	39,419 -597	-1%	-$28.5K	0.99%	30
2023 Q1	$1.91M	Sell	40,016 -1,120	-3%	-$53.4K	1.15%	25
2022 Q4	$1.95M	Buy	+41,136	New	+$1.99M	0.9%	21

Other funds holding VNLA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SIA

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Atlas Private Wealth Management's VNLA Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Janus Henderson Short Duration Income ETF (VNLA) stake by 18% in Q1 2024, selling an estimated $336K and leaving 32,549 shares worth $1.58M. The position accounts for 0.66% of the portfolio, ranked #51.

Atlas Private Wealth Management first reported a position in VNLA in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.95M in Q4 2022. 195 funds tracked by Wall St. Rank hold VNLA as of Q1 2024.

Atlas Private Wealth Management held 32,549 shares of Janus Henderson Short Duration Income ETF worth $1.58M as of Q1 2024.
Atlas Private Wealth Management sold 6,940 Janus Henderson Short Duration Income ETF shares in Q1 2024, an estimated $336K.
Janus Henderson Short Duration Income ETF made up 0.66% of Atlas Private Wealth Management's portfolio in Q1 2024, its #51 holding.
Atlas Private Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q4 2022 and has held it in 6 quarters since.
Atlas Private Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $1.95M in Q4 2022.
195 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.