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Legacy Wealth Management (Idaho)’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Legacy Wealth Management (Idaho)’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
2024
Q4 		– Sell
-76
Closed -$3.74K – 789
2024
Q3 		$3.74K Buy
+76
New +$3.71K ﹤0.01% 420

Other funds holding JBBB

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Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s JBBB Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q4 2024, closing a stake of 76 shares — an estimated $3.74K sold.

Legacy Wealth Management (Idaho) first reported a position in JBBB in Q3 2024 and held it in 1 quarter. The position peaked at $3.74K in Q3 2024. 176 funds tracked by Wall St. Rank hold JBBB as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining Janus Henderson B-BBB CLO ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 76 Janus Henderson B-BBB CLO ETF shares in Q4 2024, an estimated $3.74K.
  • Legacy Wealth Management (Idaho) first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Janus Henderson B-BBB CLO ETF position peaked at $3.74K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.