Heritage Oak Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio JAAA Stock Details JAAA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$304K	Sell
2025 Q2	$351K	Sell
2025 Q1	$1.45M	Buy
2024 Q4	–	Sell
2024 Q3	$216K	Buy