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

Darwin 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	$12.6K	Buy	265 +2	+0.8%	+$95	﹤0.01%	366
2026 Q1	$12.3K	Sell	263 -418	-61%	-$19.9K	﹤0.01%	347
2025 Q4	$32.5K	Sell	681 -13	-2%	-$623	0.01%	256
2025 Q3	$33.5K	Buy	694 +3	+0.4%	+$145	0.01%	248
2025 Q2	$33.3K	Sell	691 -1,278	-65%	-$61.4K	0.01%	232
2025 Q1	$96.8K	Hold	1,969	–	–	0.03%	182
2024 Q4	$96.8K	Sell	1,969 -132,929	-99%	-$6.54M	0.03%	182
2024 Q3	$6.6M	Sell	134,898 -1,118	-0.8%	-$54.6K	1.81%	14
2024 Q2	$6.69M	Buy	+136,016	New	+$6.66M	3.32%	10

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

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

Darwin Wealth Management increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 0.76% in Q2 2026, buying an estimated $95 and bringing the position to 265 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Darwin Wealth Management first reported a position in JBBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.69M in Q2 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Darwin Wealth Management held 265 shares of Janus Henderson B-BBB CLO ETF worth $12.6K as of Q2 2026.
Darwin Wealth Management bought 2 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $95.
Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #366 holding.
Darwin Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 9 quarters since.
Darwin Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $6.69M in Q2 2024.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.