OWA
Opal Wealth Advisors’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 | $1.15M | Buy |
22,632
+43
| +0.2% | +$2.18K | 0.32% | 36 |
|
2025
Q1 | $1.15M | Sell |
22,589
-110
| -0.5% | -$5.58K | 0.35% | 33 |
|
2024
Q4 | $1.15M | Buy |
22,699
+393
| +2% | +$19.9K | 0.35% | 41 |
|
2024
Q3 | $1.13M | Buy |
22,306
+1,266
| +6% | +$64.4K | 0.36% | 40 |
|
2024
Q2 | $1.07M | Sell |
21,040
-613
| -3% | -$31.2K | 0.34% | 38 |
|
2024
Q1 | $1.1M | Buy |
21,653
+7,240
| +50% | +$367K | 0.37% | 38 |
|
2023
Q4 | $725K | Buy |
14,413
+912
| +7% | +$45.9K | 0.29% | 59 |
|
2023
Q3 | $680K | Buy |
+13,501
| New | +$680K | 0.4% | 41 |
|