4Wealth Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

4Wealth Advisors’s Portfolio JBBB Stock Details JBBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.27M	Buy	26,696 +886	+3%	+$42K	0.88%	30
2026 Q2	$1.23M	Buy	25,810 +1,723	+7%	+$81.5K	0.94%	30
2026 Q1	$1.13M	Buy	24,087 +360	+2%	+$17.1K	0.96%	28
2025 Q4	$1.13M	Buy	23,727 +1,247	+6%	+$59.7K	0.97%	27
2025 Q3	$1.08M	Buy	22,480 +875	+4%	+$42.2K	0.97%	29
2025 Q2	$1.04M	Buy	21,605 +1,824	+9%	+$87.6K	1.06%	24
2025 Q1	$963K	Buy	19,781 +7,094	+56%	+$348K	1.05%	24
2024 Q4	$624K	Buy	+12,687	New	+$624K	0.62%	45

Other funds holding JBBB

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

4Wealth Advisors's JBBB Position: Q3 2026 in Review

4Wealth Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 3.4% in Q3 2026, buying an estimated $42K and bringing the position to 26,696 shares worth $1.27M. The position accounts for 0.88% of the portfolio, ranked #30.

4Wealth Advisors first reported a position in JBBB in Q4 2024 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

4Wealth Advisors held 26,696 shares of Janus Henderson B-BBB CLO ETF worth $1.27M as of Q3 2026.
4Wealth Advisors bought 886 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $42K.
Janus Henderson B-BBB CLO ETF made up 0.88% of 4Wealth Advisors's portfolio in Q3 2026, its #30 holding.
4Wealth Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 8 quarters since.
79 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.