Financial Enhancement Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Financial Enhancement Group’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	$6.5M	Buy	137,186 +5,012	+4%	+$237K	0.77%	45
2026 Q1	$6.22M	Buy	+132,174	New	+$6.28M	0.77%	45
2025 Q1	–	Sell	-99,188	Closed	-$4.88M	–	118
2024 Q4	$4.88M	Sell	99,188 -188,179	-65%	-$9.26M	0.75%	43
2024 Q3	$13M	Buy	287,367 +192,177	+202%	+$9.39M	2.53%	9
2024 Q2	$4.66M	Sell	95,190 -1,249	-1%	-$61.1K	0.75%	45
2024 Q1	$4.71M	Sell	96,439 -124,524	-56%	-$6.03M	0.77%	48
2023 Q4	$10.7M	Sell	220,963 -6,856	-3%	-$324K	1.89%	14
2023 Q3	$10.8M	Sell	227,819 -1,442	-0.6%	-$67.9K	2.07%	11
2023 Q2	$10.8M	Sell	229,261 -58,106	-20%	-$2.64M	1.99%	13
2023 Q1	$13M	Sell	287,367 -11,639	-4%	-$531K	2.53%	9
2022 Q4	$13.9M	Sell	299,006 -36,594	-11%	-$1.64M	2.67%	9
2022 Q3	$14.7M	Sell	335,600 -4,398	-1%	-$202K	3.39%	8
2022 Q2	$15.5M	Buy	339,998 +144,207	+74%	+$6.89M	3.35%	7
2022 Q1	$9.66M	Buy	+195,791	New	+$9.74M	1.79%	13

Other funds holding JBBB

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

CV Advisors Aventura, Florida $542M AUM 24.89% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Financial Enhancement Group's JBBB Position: Q2 2026 in Review

Financial Enhancement Group increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 3.8% in Q2 2026, buying an estimated $237K and bringing the position to 137,186 shares worth $6.5M. The position accounts for 0.77% of the portfolio, ranked #45.

Financial Enhancement Group first reported a position in JBBB in Q1 2022 and has held it in 14 quarters since. The position peaked at $15.5M in Q2 2022. 60 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Financial Enhancement Group held 137,186 shares of Janus Henderson B-BBB CLO ETF worth $6.5M as of Q2 2026.
Financial Enhancement Group bought 5,012 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $237K.
Janus Henderson B-BBB CLO ETF made up 0.77% of Financial Enhancement Group's portfolio in Q2 2026, its #45 holding.
Financial Enhancement Group first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2022 and has held it in 14 quarters since.
Financial Enhancement Group's Janus Henderson B-BBB CLO ETF position peaked at $15.5M in Q2 2022.
60 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.