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M Wealth Management LLC’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

M Wealth Management LLC’s Portfolio JAAA Stock Details JAAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.84M Sell
36,195
-47,100
-57% -$2.39M 1.69% 13
2025
Q1 		$4.22M Buy
83,295
+24,350
+41% +$1.23M 3.94% 8
2024
Q4 		$2.99M Buy
+58,945
New +$2.99M 2.73% 10