SWMP
Signature Wealth Management Partners’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 | $14.3M | Buy |
280,850
+34,340
| +14% | +$1.74M | 8.15% | 2 |
|
|
2025
Q1 | $12.5M | Buy |
246,510
+100,810
| +69% | +$5.11M | 8.18% | 3 |
|
|
2024
Q4 | $7.39M | Buy |
145,700
+43,847
| +43% | +$2.22M | 5.07% | 6 |
|
|
2024
Q3 | $5.18M | Buy |
101,853
+30,594
| +43% | +$1.56M | 3.75% | 7 |
|
|
2024
Q2 | $3.63M | Buy |
71,259
+37,287
| +110% | +$1.9M | 2.76% | 10 |
|
|
2024
Q1 | $1.72M | Buy |
+33,972
| New | +$1.72M | 1.4% | 14 |
|