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

EPG 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
Q1 		$1.54K Hold
33
– – ﹤0.01% 315
2025
Q4 		$1.57K Hold
33
– – ﹤0.01% 312
2025
Q3 		$1.59K Hold
33
– – ﹤0.01% 313
2025
Q2 		$1.59K Buy
+33
New +$1.58K ﹤0.01% 307

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

EPG Wealth Management's JBBB Position: Q1 2026 in Review

EPG Wealth Management held its Janus Henderson B-BBB CLO ETF (JBBB) position steady in Q1 2026 at 33 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

EPG Wealth Management first reported a position in JBBB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.59K in Q2 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • EPG Wealth Management held 33 shares of Janus Henderson B-BBB CLO ETF worth $1.54K as of Q1 2026.
  • EPG Wealth Management left its Janus Henderson B-BBB CLO ETF share count unchanged in Q1 2026.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #315 holding.
  • EPG Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • EPG Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $1.59K in Q2 2025.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.