TSWM
JAAA icon

Tyler-Stone Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Tyler-Stone Wealth Management’s Portfolio JAAA Stock Details JAAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$604 – 982
2023
Q4 		$604 Hold
12
– – ﹤0.01% 893
2023
Q3 		$1K Buy
+12
New +$601 ﹤0.01% 859

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tyler-Stone Wealth Management's JAAA Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2024, closing a stake of 12 shares — an estimated $604 sold.

Tyler-Stone Wealth Management first reported a position in JAAA in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 371 funds tracked by Wall St. Rank hold JAAA as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 12 Janus Henderson AAA CLO ETF shares in Q1 2024, an estimated $604.
  • Tyler-Stone Wealth Management first reported a position in Janus Henderson AAA CLO ETF in Q3 2023 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Janus Henderson AAA CLO ETF position peaked at $1K in Q3 2023.
  • 371 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.