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

Sanford Advisory Services’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
2022 Q4	$247K	Buy	5,010 +899	+22%	+$44.1K	0.06%	114
2022 Q3	$202K	Sell	4,111 -1,972	-32%	-$97K	0.06%	105
2022 Q2	$299K	Buy	+6,083	New	+$302K	0.08%	91

Other funds holding JAAA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Sanford Advisory Services's JAAA Position: Q4 2022 in Review

Sanford Advisory Services increased its Janus Henderson AAA CLO ETF (JAAA) stake by 22% in Q4 2022, buying an estimated $44.1K and bringing the position to 5,010 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #114.

Sanford Advisory Services first reported a position in JAAA in Q2 2022 and has held it in 3 quarters since. The position peaked at $299K in Q2 2022. 180 funds tracked by Wall St. Rank hold JAAA as of Q4 2022.

Sanford Advisory Services held 5,010 shares of Janus Henderson AAA CLO ETF worth $247K as of Q4 2022.
Sanford Advisory Services bought 899 Janus Henderson AAA CLO ETF shares in Q4 2022, an estimated $44.1K.
Janus Henderson AAA CLO ETF made up 0.06% of Sanford Advisory Services's portfolio in Q4 2022, its #114 holding.
Sanford Advisory Services first reported a position in Janus Henderson AAA CLO ETF in Q2 2022 and has held it in 3 quarters since.
Sanford Advisory Services's Janus Henderson AAA CLO ETF position peaked at $299K in Q2 2022.
180 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.