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

Diversify 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	$926K	Sell	19,538 -6,412	-25%	-$303K	0.02%	656
2026 Q1	$1.23M	Buy	+25,950	New	+$1.23M	0.02%	533
2024 Q4	–	Sell	-4,081	Closed	-$201K	–	527
2024 Q3	$201K	Sell	4,081 -150	-4%	-$7.33K	0.02%	452
2024 Q2	$204K	Buy	+4,231	New	+$207K	0.03%	413

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 22.9% 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 $7.27B AUM 24.98% 1-Year Est. Return

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

Diversify Wealth Management reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 25% in Q2 2026, selling an estimated $303K and leaving 19,538 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #656.

Diversify Wealth Management first reported a position in JBBB in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.23M in Q1 2026. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Diversify Wealth Management held 19,538 shares of Janus Henderson B-BBB CLO ETF worth $926K as of Q2 2026.
Diversify Wealth Management sold 6,412 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $303K.
Janus Henderson B-BBB CLO ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #656 holding.
Diversify Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 4 quarters since.
Diversify Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $1.23M in Q1 2026.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.