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Jaffetilchin Investment Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Jaffetilchin Investment Partners’s Portfolio JAAA Stock Details JAAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,500
Closed -$178K – 838
2024
Q3 		$178K Buy
+3,500
New +$178K 0.01% 376
2024
Q2 		– Sell
-4,000
Closed -$203K – 369
2024
Q1 		$203K Hold
4,000
– – 0.02% 349
2023
Q4 		$201K Buy
+4,000
New +$201K 0.02% 332

Other funds holding JAAA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jaffetilchin Investment Partners's JAAA Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2024, closing a stake of 3,500 shares — an estimated $178K sold.

Jaffetilchin Investment Partners first reported a position in JAAA in Q4 2023 and held it in 3 quarters. The position peaked at $203K in Q1 2024. 676 funds tracked by Wall St. Rank hold JAAA as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 3,500 Janus Henderson AAA CLO ETF shares in Q4 2024, an estimated $178K.
  • Jaffetilchin Investment Partners first reported a position in Janus Henderson AAA CLO ETF in Q4 2023 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Janus Henderson AAA CLO ETF position peaked at $203K in Q1 2024.
  • 676 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.