Oxinas Partners Wealth Management’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Oxinas Partners Wealth Management’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
2023 Q4	–	Sell	-4,400	Closed	-$211K	–	123
2023 Q3	$211K	Sell	4,400 -1,072	-20%	-$51.3K	0.16%	106
2023 Q2	$261K	Sell	5,472 -115	-2%	-$5.49K	0.17%	95
2023 Q1	$267K	Sell	5,587 -33	-0.6%	-$1.57K	0.19%	85
2022 Q4	$266K	Sell	5,620 -130	-2%	-$6.29K	0.23%	77
2022 Q3	$279K	Sell	5,750 -319	-5%	-$15.5K	0.23%	73
2022 Q2	$295K	Sell	6,069 -4,229	-41%	-$206K	0.22%	77
2022 Q1	$505K	Sell	10,298 -15,234	-60%	-$751K	0.32%	66
2021 Q4	$1.26M	Sell	25,532 -3,089	-11%	-$154K	0.72%	40
2021 Q3	$1.44M	Sell	28,621 -91,078	-76%	-$4.57M	0.84%	35
2021 Q2	$6.01M	Buy	+119,699	New	+$6.01M	3.44%	3

Other funds holding VNLA

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

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

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

Bank of America

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return