Dougherty Wealth Advisers’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Dougherty Wealth Advisers’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	$248K	Buy	+5,331	New	+$253K	0.16%	40

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

Dougherty Wealth Advisers's JBBB Position: Q1 2026 in Review

Dougherty Wealth Advisers opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026: 5,331 shares worth $248K. The stake represents 0.16% of the portfolio and ranks #40 among its holdings.

177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Dougherty Wealth Advisers held 5,331 shares of Janus Henderson B-BBB CLO ETF worth $248K as of Q1 2026.
Janus Henderson B-BBB CLO ETF was a new Dougherty Wealth Advisers position in Q1 2026.
Janus Henderson B-BBB CLO ETF made up 0.16% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #40 holding.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.