SW
Simplicity Wealth’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 | $2.53M | Sell |
49,908
-13,692
| -22% | -$695K | 0.11% | 184 |
|
|
2025
Q1 | $3.23M | Buy |
+63,600
| New | +$3.23M | 0.25% | 98 |
|
|
2024
Q4 | – | Sell |
-47,846
| Closed | -$2.43M | – | 443 |
|
|
2024
Q3 | $2.43M | Buy |
47,846
+17,346
| +57% | +$883K | 0.23% | 94 |
|
|
2024
Q2 | $1.55M | Buy |
30,500
+3,039
| +11% | +$155K | 0.04% | 405 |
|
|
2024
Q1 | $1.39M | Buy |
+27,461
| New | +$1.39M | 0.03% | 431 |
|