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Summit Financial Strategies’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Summit Financial Strategies’s Portfolio JAAA Stock Details JAAA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.96M Buy
58,396
+8,968
+18% +$455K 0.27% 36
2025
Q1 		$2.51M Buy
49,428
+34,219
+225% +$1.74M 0.25% 38
2024
Q4 		$771K Buy
15,209
+7,451
+96% +$378K 0.09% 63
2024
Q3 		$395K Buy
+7,758
New +$395K 0.04% 96