Lloyd Advisory Services’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Lloyd Advisory Services’s Portfolio VNLA Stock Details VNLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,041	Closed	-$248K	–	565
2025 Q3	$248K	Buy	5,041 +124	+3%	+$6.1K	0.12%	76
2025 Q2	$242K	Buy	+4,917	New	+$241K	0.12%	83
2025 Q1	–	Sell	-6,173	Closed	-$302K	–	118
2024 Q4	$302K	Buy	+6,173	New	+$302K	0.14%	72
2024 Q2	–	Sell	-375,980	Closed	-$18.4M	–	191
2024 Q1	$18.4M	Buy	375,980 +320,664	+580%	+$15.5M	3.93%	4
2023 Q4	$2.67M	Buy	+55,316	New	+$2.66M	1.27%	18

Other funds holding VNLA

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Lloyd Advisory Services's VNLA Position: Q4 2025 in Review

Lloyd Advisory Services sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2025, closing a stake of 5,041 shares — an estimated $248K sold.

Lloyd Advisory Services first reported a position in VNLA in Q4 2023 and held it in 5 quarters. The position peaked at $18.4M in Q1 2024. 242 funds tracked by Wall St. Rank hold VNLA as of Q4 2025.

Lloyd Advisory Services reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2025 after selling out during the quarter.
Lloyd Advisory Services sold 5,041 Janus Henderson Short Duration Income ETF shares in Q4 2025, an estimated $248K.
Lloyd Advisory Services first reported a position in Janus Henderson Short Duration Income ETF in Q4 2023 and held it in 5 quarters.
Lloyd Advisory Services's Janus Henderson Short Duration Income ETF position peaked at $18.4M in Q1 2024.
242 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2025.

Based on Lloyd Advisory Services's 13F filing for Q4 2025, filed 6 Feb 2026.