Laurel Wealth Planning’s Janus Henderson Net Zero Transition Resources ETF JZRO Stock Holding History

Laurel Wealth Planning’s Portfolio JZRO Stock Details JZRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-170,668	Closed	-$3.95M	–	54
2023 Q2	$3.95M	Sell	170,668 -2,201	-1%	-$50.5K	2.82%	12
2023 Q1	$4.03M	Buy	172,869 +12,030	+7%	+$289K	2.67%	9
2022 Q4	$3.75M	Sell	160,839 -3,887	-2%	-$87.6K	2.42%	13
2022 Q3	$3.33M	Buy	164,726 +18,496	+13%	+$411K	2.45%	12
2022 Q2	$3.12M	Buy	+146,230	New	+$3.79M	2.19%	14

Other funds holding JZRO

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Planning's JZRO Position: Q3 2023 in Review

Laurel Wealth Planning sold out of Janus Henderson Net Zero Transition Resources ETF (JZRO) in Q3 2023, closing a stake of 170,668 shares — an estimated $3.95M sold.

Laurel Wealth Planning first reported a position in JZRO in Q2 2022 and held it in 5 quarters. The position peaked at $4.03M in Q1 2023. 8 funds tracked by Wall St. Rank hold JZRO as of Q3 2023.

Laurel Wealth Planning reported no remaining Janus Henderson Net Zero Transition Resources ETF position as of Q3 2023 after selling out during the quarter.
Laurel Wealth Planning sold 170,668 Janus Henderson Net Zero Transition Resources ETF shares in Q3 2023, an estimated $3.95M.
Laurel Wealth Planning first reported a position in Janus Henderson Net Zero Transition Resources ETF in Q2 2022 and held it in 5 quarters.
Laurel Wealth Planning's Janus Henderson Net Zero Transition Resources ETF position peaked at $4.03M in Q1 2023.
8 funds tracked by Wall St. Rank held Janus Henderson Net Zero Transition Resources ETF as of Q3 2023.

Based on Laurel Wealth Planning's 13F filing for Q3 2023, filed 27 Oct 2023.