KWM
Kingsview Wealth Management’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 | $7.69M | Buy |
151,473
+24,186
| +19% | +$1.23M | 0.13% | 169 |
|
|
2025
Q1 | $6.45M | Sell |
127,287
-13,689
| -10% | -$694K | 0.12% | 177 |
|
|
2024
Q4 | $7.15M | Buy |
140,976
+12,170
| +9% | +$617K | 0.14% | 159 |
|
|
2024
Q3 | $6.55M | Buy |
128,806
+43,309
| +51% | +$2.2M | 0.14% | 161 |
|
|
2024
Q2 | $4.35M | Buy |
85,497
+15,467
| +22% | +$787K | 0.1% | 199 |
|
|
2024
Q1 | $3.55M | Buy |
70,030
+1,404
| +2% | +$71.2K | 0.09% | 217 |
|
|
2023
Q4 | $3.45M | Sell |
68,626
-7,500
| -10% | -$377K | 0.1% | 188 |
|
|
2023
Q3 | $3.83M | Buy |
76,126
+30,147
| +66% | +$1.52M | 0.14% | 175 |
|
|
2023
Q2 | $2.29M | Buy |
45,979
+4,451
| +11% | +$222K | 0.09% | 225 |
|
|
2023
Q1 | $2.06M | Sell |
41,528
-30,408
| -42% | -$1.51M | 0.09% | 233 |
|
|
2022
Q4 | $3.54M | Sell |
71,936
-31,911
| -31% | -$1.57M | 0.15% | 155 |
|
|
2022
Q3 | $5.1M | Buy |
+103,847
| New | +$5.1M | 0.24% | 96 |
|