AWM
JBBB icon

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

Activest 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
-6,867
Closed -$320K – 1434
2026
Q1 		$320K Buy
+6,867
New +$326K 0.06% 110
2025
Q4 		– Sell
-2,400
Closed -$116K – 1231
2025
Q3 		$116K Hold
2,400
– – 0.02% 167
2025
Q2 		$116K Buy
2,400
+2,095
+687% +$101K 0.03% 134
2025
Q1 		$14.8K Hold
305
– – ﹤0.01% 336
2024
Q4 		$15K Buy
+305
New +$15K ﹤0.01% 278

Other funds holding JBBB

JT
Jupiter Topco New York $245B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
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
MI
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

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

Activest Wealth Management sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026, closing a stake of 6,867 shares — an estimated $320K sold.

Activest Wealth Management first reported a position in JBBB in Q4 2024 and held it in 5 quarters. The position peaked at $320K in Q1 2026. 193 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Activest Wealth Management reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 6,867 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $320K.
  • Activest Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and held it in 5 quarters.
  • Activest Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $320K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.