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 Q2	–	Sell	-7,525	Closed	-$351K	–	194
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

Jupiter Topco New York $245B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return

Markowski Investments Tampa, Florida $454M AUM

OPAM

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

BTCPP

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

Able Wealth Management's JBBB Position: Q2 2026 in Review

Able Wealth Management sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026, closing a stake of 7,525 shares — an estimated $351K sold.

Able Wealth Management first reported a position in JBBB in Q1 2024 and held it in 9 quarters. The position peaked at $895K in Q1 2025. 193 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Able Wealth Management reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2026 after selling out during the quarter.
Able Wealth Management sold 7,525 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $351K.
Able Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2024 and held it in 9 quarters.
Able Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $895K in Q1 2025.
193 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.