AWM
JBBB icon

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

Accurate 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 		$516K Buy
+10,894
New +$515K 0.05% 343
2024
Q4 		– Sell
-5,990
Closed -$294K – 389
2024
Q3 		$294K Buy
+5,990
New +$293K 0.06% 287

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

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

Accurate Wealth Management opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 10,894 shares worth $516K. The stake represents 0.05% of the portfolio and ranks #343 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in JBBB as recently as Q3 2024.

Accurate Wealth Management first reported a position in JBBB in Q3 2024 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Accurate Wealth Management held 10,894 shares of Janus Henderson B-BBB CLO ETF worth $516K as of Q2 2026.
  • Janus Henderson B-BBB CLO ETF was a new Accurate Wealth Management position in Q2 2026.
  • Janus Henderson B-BBB CLO ETF made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Accurate Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.