MWM
Maltin 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 | – | Sell |
-146,680
| Closed | -$7.44M | – | 132 |
|
|
2025
Q1 | $7.44M | Sell |
146,680
-7,158
| -5% | -$363K | 3.49% | 3 |
|
|
2024
Q4 | $7.8M | Sell |
153,838
-2,567
| -2% | -$130K | 3.83% | 2 |
|
|
2024
Q3 | $7.96M | Buy |
156,405
+3,557
| +2% | +$181K | 3.88% | 2 |
|
|
2024
Q2 | $7.78M | Buy |
152,848
+3,664
| +2% | +$186K | 4.18% | 2 |
|
|
2024
Q1 | $7.57M | Buy |
149,184
+57,607
| +63% | +$2.92M | 4.26% | 2 |
|
|
2023
Q4 | $4.61M | Buy |
91,577
+32,559
| +55% | +$1.64M | 2.93% | 5 |
|
|
2023
Q3 | $2.97M | Buy |
+59,018
| New | +$2.97M | 2.07% | 8 |
|