Heirloom Wealth Management’s Janus Henderson US Sustainable EquityETF SSPX Stock Holding History

Heirloom Wealth Management’s Portfolio SSPX Stock Details SSPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,868	Closed	-$294K	–	36
2021 Q4	$294K	Buy	+12,868	New	+$326K	0.25%	29

Other funds holding SSPX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heirloom Wealth Management's SSPX Position: Q1 2022 in Review

Heirloom Wealth Management sold out of Janus Henderson US Sustainable EquityETF (SSPX) in Q1 2022, closing a stake of 12,868 shares — an estimated $294K sold.

Heirloom Wealth Management first reported a position in SSPX in Q4 2021 and held it in 1 quarter. The position peaked at $294K in Q4 2021. 2 funds tracked by Wall St. Rank hold SSPX as of Q1 2022.

Heirloom Wealth Management reported no remaining Janus Henderson US Sustainable EquityETF position as of Q1 2022 after selling out during the quarter.
Heirloom Wealth Management sold 12,868 Janus Henderson US Sustainable EquityETF shares in Q1 2022, an estimated $294K.
Heirloom Wealth Management first reported a position in Janus Henderson US Sustainable EquityETF in Q4 2021 and held it in 1 quarter.
Heirloom Wealth Management's Janus Henderson US Sustainable EquityETF position peaked at $294K in Q4 2021.
2 funds tracked by Wall St. Rank held Janus Henderson US Sustainable EquityETF as of Q1 2022.

Based on Heirloom Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.