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WBH Advisory’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

WBH Advisory’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
2021
Q4 		– Sell
-18,768
Closed -$948K – 313
2021
Q3 		$948K Buy
+18,768
New +$948K 0.13% 144

Other funds holding JAAA

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

WBH Advisory's JAAA Position: Q4 2021 in Review

WBH Advisory sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2021, closing a stake of 18,768 shares — an estimated $948K sold.

WBH Advisory first reported a position in JAAA in Q3 2021 and held it in 1 quarter. The position peaked at $948K in Q3 2021. 53 funds tracked by Wall St. Rank hold JAAA as of Q4 2021.

  • WBH Advisory reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2021 after selling out during the quarter.
  • WBH Advisory sold 18,768 Janus Henderson AAA CLO ETF shares in Q4 2021, an estimated $948K.
  • WBH Advisory first reported a position in Janus Henderson AAA CLO ETF in Q3 2021 and held it in 1 quarter.
  • WBH Advisory's Janus Henderson AAA CLO ETF position peaked at $948K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2021.

Based on WBH Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.