TW
Transform 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
Q1 | $503K | Buy |
9,913
+1,080
| +12% | +$54.8K | 0.03% | 175 |
|
|
2024
Q4 | $448K | Buy |
8,833
+2,921
| +49% | +$148K | 0.02% | 192 |
|
|
2024
Q3 | $301K | Hold |
5,912
| – | – | 0.02% | 182 |
|
|
2024
Q2 | $301K | Buy |
5,912
+1,300
| +28% | +$66.1K | 0.02% | 177 |
|
|
2024
Q1 | $234K | Buy |
+4,612
| New | +$234K | 0.02% | 204 |
|
|
2023
Q4 | – | Sell |
-127,901
| Closed | -$6.44M | – | 249 |
|
|
2023
Q3 | $6.44M | Buy |
127,901
+92,252
| +259% | +$4.64M | 0.68% | 48 |
|
|
2023
Q2 | $1.78M | Buy |
+35,649
| New | +$1.78M | 0.16% | 116 |
|