Cooper Financial Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Cooper Financial Group’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	$1.34M	Sell	28,225 -6,254	-18%	-$296K	0.11%	134
2026 Q1	$1.61M	Sell	34,479 -3,658	-10%	-$174K	0.16%	110
2025 Q4	$1.82M	Sell	38,137 -1,541	-4%	-$73.8K	0.19%	91
2025 Q3	$1.91M	Sell	39,678 -10,074	-20%	-$486K	0.21%	80
2025 Q2	$2.4M	Buy	49,752 +3,907	+9%	+$188K	0.28%	62
2025 Q1	$2.23M	Buy	45,845 +3,650	+9%	+$179K	0.29%	65
2024 Q4	$2.07M	Buy	42,195 +14,243	+51%	+$701K	0.25%	71
2024 Q3	$1.37M	Buy	27,952 +20,265	+264%	+$990K	0.18%	102
2024 Q2	$378K	Buy	+7,687	New	+$376K	0.06%	260

Other funds holding JBBB

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $261M AUM