FNWA
JBBB icon

Financial Network Wealth Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Financial Network Wealth Advisors’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 		$54.5K Sell
1,170
-242
-17% -$11.5K 0.06% 264
2025
Q4 		$67.4K Sell
1,412
-147
-9% -$7.04K 0.07% 227
2025
Q3 		$75.1K Sell
1,559
-26
-2% -$1.25K 0.08% 201
2025
Q2 		$76.4K Buy
1,585
+17
+1% +$816 0.09% 195
2025
Q1 		$76.3K Buy
1,568
+1,219
+349% +$59.9K 0.1% 191
2024
Q4 		$17.2K Sell
349
-3,777
-92% -$186K 0.03% 278
2024
Q3 		$202K Buy
4,126
+38
+0.9% +$1.86K 0.17% 113
2024
Q2 		$201K Buy
+4,088
New +$200K 0.15% 134

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