Carson Wealth (CWM LLC)
JBBB icon

Carson Wealth (CWM LLC)’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Carson Wealth (CWM LLC)’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 		$91.4K Sell
1,961
-604
-24% -$28.7K ﹤0.01% 3348
2025
Q4 		$122K Sell
2,565
-374
-13% -$17.9K ﹤0.01% 2917
2025
Q3 		$142K Sell
2,939
-721
-20% -$34.8K ﹤0.01% 2713
2025
Q2 		$176K Sell
3,660
-3,100
-46% -$149K ﹤0.01% 2283
2025
Q1 		$329K Sell
6,760
-6,525
-49% -$320K ﹤0.01% 1623
2024
Q4 		$653K Buy
+13,285
New +$653K ﹤0.01% 1278

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $128M AUM 0.83% 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 $21.5B AUM 26.98% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JBBB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 24% in Q1 2026, selling an estimated $28.7K and leaving 1,961 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

Carson Wealth (CWM LLC) first reported a position in JBBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $653K in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,961 shares of Janus Henderson B-BBB CLO ETF worth $91.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 604 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $28.7K.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3348 holding.
  • Carson Wealth (CWM LLC) first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Janus Henderson B-BBB CLO ETF position peaked at $653K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.