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

Destiny 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	$11.1M	Sell	238,591 -42,200	-15%	-$2M	1.22%	29
2025 Q4	$13.5M	Buy	280,791 +4,807	+2%	+$230K	1.55%	22
2025 Q3	$13.3M	Buy	275,984 +19,890	+8%	+$960K	1.63%	20
2025 Q2	$12.3M	Buy	256,094 +12,600	+5%	+$605K	1.66%	16
2025 Q1	$11.9M	Buy	243,494 +15,078	+7%	+$740K	1.88%	13
2024 Q4	$11.2M	Buy	228,416 +13,002	+6%	+$640K	1.83%	17
2024 Q3	$10.5M	Buy	215,414 +20,143	+10%	+$984K	1.85%	18
2024 Q2	$9.6M	Sell	195,271 -2,940	-1%	-$144K	1.73%	21
2024 Q1	$9.69M	Buy	198,211 +22,658	+13%	+$1.1M	1.74%	20
2023 Q4	$8.44M	Buy	+175,553	New	+$8.3M	1.58%	26

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $121M AUM 1.94% 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 $18.5B AUM 19.51% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

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

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

Destiny Wealth Partners reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 15% in Q1 2026, selling an estimated $2M and leaving 238,591 shares worth $11.1M. The position accounts for 1.22% of the portfolio, ranked #29.

Destiny Wealth Partners first reported a position in JBBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.5M in Q4 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Destiny Wealth Partners held 238,591 shares of Janus Henderson B-BBB CLO ETF worth $11.1M as of Q1 2026.
Destiny Wealth Partners sold 42,200 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $2M.
Janus Henderson B-BBB CLO ETF made up 1.22% of Destiny Wealth Partners's portfolio in Q1 2026, its #29 holding.
Destiny Wealth Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2023 and has held it in 10 quarters since.
Destiny Wealth Partners's Janus Henderson B-BBB CLO ETF position peaked at $13.5M in Q4 2025.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.