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Falcon Wealth Planning’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Falcon Wealth Planning’s Portfolio JAAA Stock Details JAAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,095
Closed -$410K – 168
2024
Q4 		$410K Buy
8,095
+169
+2% +$8.57K 0.05% 112
2024
Q3 		$403K Buy
+7,926
New +$403K 0.05% 105