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Raab & Moskowitz Asset Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio JAAA Stock Details JAAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,075
Closed -$206K – 168
2021
Q3 		$206K Buy
+4,075
New +$206K 0.07% 158

Other funds holding JAAA

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

Raab & Moskowitz Asset Management's JAAA Position: Q4 2021 in Review

Raab & Moskowitz Asset Management sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2021, closing a stake of 4,075 shares — an estimated $206K sold.

Raab & Moskowitz Asset Management first reported a position in JAAA in Q3 2021 and held it in 1 quarter. The position peaked at $206K in Q3 2021. 53 funds tracked by Wall St. Rank hold JAAA as of Q4 2021.

  • Raab & Moskowitz Asset Management reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2021 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 4,075 Janus Henderson AAA CLO ETF shares in Q4 2021, an estimated $206K.
  • Raab & Moskowitz Asset Management first reported a position in Janus Henderson AAA CLO ETF in Q3 2021 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Janus Henderson AAA CLO ETF position peaked at $206K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2021.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.