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Zimmermann Investment Management & Planning’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-6,966
Closed -$354K – 65
2024
Q3 		$354K Buy
6,966
+1,908
+38% +$96.8K 0.11% 105
2024
Q2 		$257K Buy
+5,058
New +$257K 0.09% 114

Other funds holding JAAA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zimmermann Investment Management & Planning's JAAA Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Janus Henderson AAA CLO ETF (JAAA) in Q4 2024, closing a stake of 6,966 shares — an estimated $354K sold.

Zimmermann Investment Management & Planning first reported a position in JAAA in Q2 2024 and held it in 2 quarters. The position peaked at $354K in Q3 2024. 676 funds tracked by Wall St. Rank hold JAAA as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Janus Henderson AAA CLO ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 6,966 Janus Henderson AAA CLO ETF shares in Q4 2024, an estimated $354K.
  • Zimmermann Investment Management & Planning first reported a position in Janus Henderson AAA CLO ETF in Q2 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Janus Henderson AAA CLO ETF position peaked at $354K in Q3 2024.
  • 676 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.