BHPW
Beverly Hills Private Wealth’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.55M | Buy |
129,059
+29,429
| +30% | +$1.49M | 1.23% | 14 |
|
2025
Q1 | $5.05M | Sell |
99,630
-19,464
| -16% | -$987K | 1% | 18 |
|
2024
Q4 | $6.04M | Sell |
119,094
-9,475
| -7% | -$480K | 1.22% | 15 |
|
2024
Q3 | $6.54M | Buy |
128,569
+20,863
| +19% | +$1.06M | 1.32% | 12 |
|
2024
Q2 | $5.48M | Sell |
107,706
-8,442
| -7% | -$430K | 1.19% | 11 |
|
2024
Q1 | $5.89M | Buy |
116,148
+54,619
| +89% | +$2.77M | 1.36% | 9 |
|
2023
Q4 | $3.09M | Buy |
61,529
+43,545
| +242% | +$2.19M | 0.81% | 24 |
|
2023
Q3 | $905K | Buy |
+17,984
| New | +$905K | 0.27% | 90 |
|