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 Q2	$53.2K	Sell	1,123 -47	-4%	-$2.22K	0.05%	271
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

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

Financial Network Wealth Advisors's JBBB Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 4% in Q2 2026, selling an estimated $2.22K and leaving 1,123 shares worth $53.2K. The position accounts for 0.05% of the portfolio, ranked #271.

Financial Network Wealth Advisors first reported a position in JBBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $202K in Q3 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Financial Network Wealth Advisors held 1,123 shares of Janus Henderson B-BBB CLO ETF worth $53.2K as of Q2 2026.
Financial Network Wealth Advisors sold 47 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $2.22K.
Janus Henderson B-BBB CLO ETF made up 0.05% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #271 holding.
Financial Network Wealth Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Janus Henderson B-BBB CLO ETF position peaked at $202K in Q3 2024.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.