Global Retirement Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Global Retirement Partners’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
2025 Q4	$12.5K	Buy	263 +17	+7%	+$814	﹤0.01%	3069
2025 Q3	$11.8K	Buy	246 +21	+9%	+$1.01K	﹤0.01%	2628
2025 Q2	$10.8K	Buy	+225	New	+$10.8K	﹤0.01%	2579
2024 Q4	$12.3K	Buy	251 +218	+661%	+$10.7K	﹤0.01%	2311
2024 Q3	$1.61K	Buy	+33	New	+$1.61K	﹤0.01%	3001

Other funds holding JBBB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Global Retirement Partners's JBBB Position: Q4 2025 in Review

Global Retirement Partners increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 6.9% in Q4 2025, buying an estimated $814 and bringing the position to 263 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

Global Retirement Partners first reported a position in JBBB in Q3 2024 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold JBBB as of Q4 2025.

Global Retirement Partners held 263 shares of Janus Henderson B-BBB CLO ETF worth $12.5K as of Q4 2025.
Global Retirement Partners bought 17 Janus Henderson B-BBB CLO ETF shares in Q4 2025, an estimated $814.
Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3069 holding.
Global Retirement Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and has held it in 5 quarters since.
182 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.