SWM
Segment Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.66M | Sell |
32,640
-1,200
| -4% | -$60.9K | 0.11% | 120 |
|
2025
Q1 | $1.72M | Buy |
33,840
+7,930
| +31% | +$402K | 0.12% | 108 |
|
2024
Q4 | $1.31M | Buy |
25,910
+6,290
| +32% | +$319K | 0.09% | 130 |
|
2024
Q3 | $998K | Buy |
19,620
+11,220
| +134% | +$571K | 0.07% | 146 |
|
2024
Q2 | $427K | Buy |
+8,400
| New | +$427K | 0.03% | 192 |
|