4A
JBBB icon

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
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

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

4Wealth Advisors's JBBB Position: Q2 2026 in Review

4Wealth Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 7.2% in Q2 2026, buying an estimated $81.5K and bringing the position to 25,810 shares worth $1.23M. The position accounts for 0.94% of the portfolio, ranked #30.

4Wealth Advisors first reported a position in JBBB in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • 4Wealth Advisors held 25,810 shares of Janus Henderson B-BBB CLO ETF worth $1.23M as of Q2 2026.
  • 4Wealth Advisors bought 1,723 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $81.5K.
  • Janus Henderson B-BBB CLO ETF made up 0.94% of 4Wealth Advisors's portfolio in Q2 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 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.