DWM
Dogwood Wealth Management’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 | $6.91M | Buy |
136,591
+9,177
| +7% | +$464K | 3.37% | 7 |
|
|
2025
Q1 | $6.46M | Buy |
127,414
+6,271
| +5% | +$318K | 3.4% | 7 |
|
|
2024
Q4 | $6.14M | Buy |
121,143
+30,472
| +34% | +$1.55M | 3.25% | 9 |
|
|
2024
Q3 | $4.61M | Buy |
90,671
+5,447
| +6% | +$277K | 2.65% | 12 |
|
|
2024
Q2 | $4.34M | Buy |
+85,224
| New | +$4.34M | 2.67% | 11 |
|