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

Kingswood 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	–	Sell	-14,817	Closed	-$707K	–	948
2025 Q4	$707K	Sell	14,817 -225	-1%	-$10.8K	0.03%	428
2025 Q3	$725K	Buy	15,042 +5	+0%	+$241	0.04%	379
2025 Q2	$725K	Buy	15,037 +4,551	+43%	+$218K	0.06%	324
2025 Q1	$510K	Buy	10,486 +4,338	+71%	+$213K	0.05%	390
2024 Q4	$302K	Buy	+6,148	New	+$302K	0.02%	604

Other funds holding JBBB

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Kingswood Wealth Advisors's JBBB Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 14,817 shares — an estimated $707K sold.

Kingswood Wealth Advisors first reported a position in JBBB in Q4 2024 and held it in 5 quarters. The position peaked at $725K in Q2 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 14,817 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $707K.
Kingswood Wealth Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and held it in 5 quarters.
Kingswood Wealth Advisors's Janus Henderson B-BBB CLO ETF position peaked at $725K in Q2 2025.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.