Evergreen Wealth Solutions’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Evergreen Wealth Solutions’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	$515K	Buy	+10,861	New	+$514K	0.03%	317

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

Evergreen Wealth Solutions's JBBB Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 10,861 shares worth $515K. The stake represents 0.03% of the portfolio and ranks #317 among its holdings.

194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Evergreen Wealth Solutions held 10,861 shares of Janus Henderson B-BBB CLO ETF worth $515K as of Q2 2026.
Janus Henderson B-BBB CLO ETF was a new Evergreen Wealth Solutions position in Q2 2026.
Janus Henderson B-BBB CLO ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #317 holding.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.