Triad Wealth Partners’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
6,141
-200
| -3% | -$10.2K | 0.06% | 212 |
|
|
2025
Q1 | $322K | Sell |
6,341
-228
| -3% | -$11.6K | 0.1% | 150 |
|
|
2024
Q4 | $333K | Buy |
+6,569
| New | +$333K | 0.12% | 124 |
|
|
2024
Q3 | – | Sell |
-7,515
| Closed | -$382K | – | 483 |
|
|
2024
Q2 | $382K | Buy |
7,515
+3,201
| +74% | +$163K | 0.2% | 49 |
|
|
2024
Q1 | $219K | Buy |
+4,314
| New | +$219K | 0.17% | 56 |
|