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Regent Peak Wealth Advisors’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Regent Peak Wealth Advisors’s Portfolio JAAA Stock Details JAAA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$8.13M Buy
160,318
+32,661
+26% +$1.66M 1.92% 17
2024
Q4 		$6.47M Buy
127,657
+13,990
+12% +$709K 1.45% 18
2024
Q3 		$5.78M Buy
113,667
+9,845
+9% +$501K 1.33% 18
2024
Q2 		$5.28M Buy
+103,822
New +$5.28M 1.21% 19