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LFG Wealth Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

LFG Wealth 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
2026
Q2 		– Sell
-64,852
Closed -$3.02M – 107
2026
Q1 		$3.02M Buy
64,852
+6,293
+11% +$299K 1.82% 12
2025
Q4 		$2.79M Buy
+58,559
New +$2.8M 1.78% 17

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Pathstone Holdings
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
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
MI
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

LFG Wealth Partners's JBBB Position: Q2 2026 in Review

LFG Wealth Partners sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026, closing a stake of 64,852 shares — an estimated $3.02M sold.

LFG Wealth Partners first reported a position in JBBB in Q4 2025 and held it in 2 quarters. The position peaked at $3.02M in Q1 2026. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • LFG Wealth Partners reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2026 after selling out during the quarter.
  • LFG Wealth Partners sold 64,852 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $3.02M.
  • LFG Wealth Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2025 and held it in 2 quarters.
  • LFG Wealth Partners's Janus Henderson B-BBB CLO ETF position peaked at $3.02M in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.