Cyndeo Wealth Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Cyndeo Wealth Partners’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	–	Sell	-8,098	Closed	-$386K	–	502
2025 Q4	$386K	Sell	8,098 -5,090	-39%	-$244K	0.02%	366
2025 Q3	$635K	Sell	13,188 -937	-7%	-$45.2K	0.04%	285
2025 Q2	$681K	Sell	14,125 -296	-2%	-$14.2K	0.04%	271
2025 Q1	$702K	Sell	14,421 -318	-2%	-$15.6K	0.05%	254
2024 Q4	$725K	Buy	14,739 +1,574	+12%	+$77.4K	0.05%	253
2024 Q3	$644K	Buy	+13,165	New	+$643K	0.05%	263

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $7.27B AUM 24.98% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Cyndeo Wealth Partners's JBBB Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 8,098 shares — an estimated $386K sold.

Cyndeo Wealth Partners first reported a position in JBBB in Q3 2024 and held it in 6 quarters. The position peaked at $725K in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Cyndeo Wealth Partners reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 8,098 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $386K.
Cyndeo Wealth Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and held it in 6 quarters.
Cyndeo Wealth Partners's Janus Henderson B-BBB CLO ETF position peaked at $725K in Q4 2024.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.