Castle Wealth Management LLC Has $11.04 Million Stake in Janus Henderson AAA CLO ETF $JAAA

Castle Wealth Management LLC increased its position in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) by 263.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 217,411 shares of the company’s stock after purchasing an additional 157,575 shares during the period. Janus Henderson AAA CLO ETF accounts for about 3.7% of Castle Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. Castle Wealth Management LLC’s holdings in Janus Henderson AAA CLO ETF were worth $11,040,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Winebrenner Capital Management LLC raised its stake in shares of Janus Henderson AAA CLO ETF by 182.7% in the 3rd quarter. Winebrenner Capital Management LLC now owns 66,656 shares of the company’s stock worth $3,385,000 after buying an additional 43,077 shares in the last quarter. Blackhawk Capital Partners LLC grew its holdings in Janus Henderson AAA CLO ETF by 12.8% during the third quarter. Blackhawk Capital Partners LLC now owns 158,607 shares of the company’s stock worth $8,054,000 after acquiring an additional 17,947 shares during the period. Virtue Capital Management LLC raised its position in Janus Henderson AAA CLO ETF by 8.8% in the third quarter. Virtue Capital Management LLC now owns 530,346 shares of the company’s stock worth $26,931,000 after acquiring an additional 42,810 shares in the last quarter. Orion Capital Management LLC lifted its holdings in Janus Henderson AAA CLO ETF by 34.4% in the 3rd quarter. Orion Capital Management LLC now owns 347,547 shares of the company’s stock valued at $17,648,000 after acquiring an additional 88,928 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. boosted its position in shares of Janus Henderson AAA CLO ETF by 7.6% during the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 129,876 shares of the company’s stock valued at $6,595,000 after purchasing an additional 9,135 shares in the last quarter.

Janus Henderson AAA CLO ETF Price Performance

NYSEARCA:JAAA opened at $50.80 on Friday. The business’s fifty day moving average price is $50.62 and its 200 day moving average price is $50.65. Janus Henderson AAA CLO ETF has a 1-year low of $49.65 and a 1-year high of $51.05.

About Janus Henderson AAA CLO ETF

The Janus Henderson AAA CLO ETF (JAAA) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund seeks to provide current income by actively selecting investment-grade floating rate collateralized loan obligations (CLO) securities of various maturities from issuers around the globe. JAAA was launched on Oct 16, 2020 and is managed by Janus Henderson.