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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
15,037
+4,551
+43% +$219K 0.06% 324
2025
Q1
$510K Buy
10,486
+4,338
+71% +$211K 0.05% 390
2024
Q4
$302K Buy
+6,148
New +$302K 0.02% 604