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

LifeGoal 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 Q2	$227K	Sell	4,788 -739	-13%	-$34.9K	0.1%	132
2026 Q1	$259K	Sell	5,527 -2,817	-34%	-$134K	0.15%	89
2025 Q4	$295K	Sell	8,344 -1,725	-17%	-$82.6K	0.2%	58
2025 Q3	$485K	Sell	10,069 -6,109	-38%	-$295K	0.4%	44
2025 Q2	$780K	Sell	16,178 -42,858	-73%	-$2.06M	0.74%	33
2025 Q1	$2.85M	Buy	59,036 +3,408	+6%	+$167K	3.07%	9
2024 Q4	$2.73M	Buy	+55,628	New	+$2.74M	2.97%	9

Other funds holding JBBB

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

CV Advisors Aventura, Florida $542M AUM 24.89% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

LifeGoal Wealth Advisors's JBBB Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 13% in Q2 2026, selling an estimated $34.9K and leaving 4,788 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #132.

LifeGoal Wealth Advisors first reported a position in JBBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q1 2025. 87 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

LifeGoal Wealth Advisors held 4,788 shares of Janus Henderson B-BBB CLO ETF worth $227K as of Q2 2026.
LifeGoal Wealth Advisors sold 739 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $34.9K.
Janus Henderson B-BBB CLO ETF made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #132 holding.
LifeGoal Wealth Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Janus Henderson B-BBB CLO ETF position peaked at $2.85M in Q1 2025.
87 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.