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

AE 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	$12.1M	Sell	255,448 -16,443	-6%	-$778K	0.06%	275
2026 Q1	$12.7M	Buy	271,891 +60,436	+29%	+$2.87M	0.07%	264
2025 Q4	$10.1M	Buy	211,455 +66,010	+45%	+$3.16M	0.06%	284
2025 Q3	$7.01M	Buy	145,445 +20,325	+16%	+$981K	0.04%	323
2025 Q2	$6.03M	Buy	125,120 +17,440	+16%	+$837K	0.04%	330
2025 Q1	$5.24M	Buy	107,680 +21,980	+26%	+$1.08M	0.04%	336
2024 Q4	$4.21M	Buy	+85,700	New	+$4.22M	0.04%	373

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

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

AE Wealth Management reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 6% in Q2 2026, selling an estimated $778K and leaving 255,448 shares worth $12.1M. The position accounts for 0.06% of the portfolio, ranked #275.

AE Wealth Management first reported a position in JBBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q1 2026. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

AE Wealth Management held 255,448 shares of Janus Henderson B-BBB CLO ETF worth $12.1M as of Q2 2026.
AE Wealth Management sold 16,443 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $778K.
Janus Henderson B-BBB CLO ETF made up 0.06% of AE Wealth Management's portfolio in Q2 2026, its #275 holding.
AE Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $12.7M in Q1 2026.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.