Carson Wealth (CWM LLC)
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$176K Sell
3,660
-3,100
-46% -$149K ﹤0.01% 2281
2025
Q1 		$329K Sell
6,760
-6,525
-49% -$318K ﹤0.01% 1621
2024
Q4 		$653K Buy
+13,285
New +$653K ﹤0.01% 1277