HWA
HCR Wealth Advisors’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 | $6.75M | Buy |
132,914
+20,859
| +19% | +$1.06M | 0.79% | 19 |
|
|
2025
Q1 | $5.68M | Buy |
112,055
+68,293
| +156% | +$3.46M | 0.74% | 20 |
|
|
2024
Q4 | $2.22M | Buy |
43,762
+11,695
| +36% | +$593K | 0.28% | 59 |
|
|
2024
Q3 | $1.63M | Buy |
32,067
+3,579
| +13% | +$182K | 0.21% | 75 |
|
|
2024
Q2 | $1.45M | Buy |
28,488
+6,470
| +29% | +$329K | 0.21% | 74 |
|
|
2024
Q1 | $1.12M | Buy |
22,018
+17,980
| +445% | +$912K | 0.17% | 85 |
|
|
2023
Q4 | $203K | Buy |
+4,038
| New | +$203K | 0.03% | 197 |
|