Able Wealth Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Able Wealth Management’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 Q1	$351K	Sell	7,525 -8,806	-54%	-$418K	0.09%	93
2025 Q4	$779K	Sell	16,331 -155	-0.9%	-$7.42K	0.25%	57
2025 Q3	$794K	Buy	16,486 +2,407	+17%	+$116K	0.3%	54
2025 Q2	$679K	Sell	14,079 -4,311	-23%	-$207K	0.34%	53
2025 Q1	$895K	Buy	18,390 +4,796	+35%	+$236K	0.53%	43
2024 Q4	$668K	Sell	13,594 -1,275	-9%	-$62.7K	0.44%	51
2024 Q3	$728K	Buy	14,869 +96	+0.6%	+$4.69K	0.55%	43
2024 Q2	$727K	Buy	14,773 +8,074	+121%	+$395K	0.6%	40
2024 Q1	$328K	Buy	+6,699	New	+$324K	0.29%	57

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Able Wealth Management's JBBB Position: Q1 2026 in Review

Able Wealth Management reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 54% in Q1 2026, selling an estimated $418K and leaving 7,525 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #93.

Able Wealth Management first reported a position in JBBB in Q1 2024 and has held it in 9 quarters since. The position peaked at $895K in Q1 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Able Wealth Management held 7,525 shares of Janus Henderson B-BBB CLO ETF worth $351K as of Q1 2026.
Able Wealth Management sold 8,806 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $418K.
Janus Henderson B-BBB CLO ETF made up 0.09% of Able Wealth Management's portfolio in Q1 2026, its #93 holding.
Able Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2024 and has held it in 9 quarters since.
Able Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $895K in Q1 2025.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.