Optivise Advisory Services’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Buy	20,245 +361	+2%	+$18.3K	0.53%	51
2025 Q1	$1.01M	Buy	19,884 +5,522	+38%	+$280K	0.57%	42
2024 Q4	$728K	Buy	14,362 +7,694	+115%	+$390K	0.39%	70
2024 Q3	$339K	Buy	+6,668	New	+$339K	0.18%	109