MWML
JBBB icon

M Wealth Management LLC’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

M Wealth Management LLC’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
2025
Q2 		– Sell
-8,025
Closed -$391K – 48
2025
Q1 		$391K Hold
8,025
– – 0.36% 30
2024
Q4 		$395K Buy
+8,025
New +$395K 0.36% 29

Other funds holding JBBB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

M Wealth Management LLC's JBBB Position: Q2 2025 in Review

M Wealth Management LLC sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2025, closing a stake of 8,025 shares — an estimated $391K sold.

M Wealth Management LLC first reported a position in JBBB in Q4 2024 and held it in 2 quarters. The position peaked at $395K in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q2 2025.

  • M Wealth Management LLC reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2025 after selling out during the quarter.
  • M Wealth Management LLC sold 8,025 Janus Henderson B-BBB CLO ETF shares in Q2 2025, an estimated $391K.
  • M Wealth Management LLC first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and held it in 2 quarters.
  • M Wealth Management LLC's Janus Henderson B-BBB CLO ETF position peaked at $395K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2025.

Based on M Wealth Management LLC's 13F filing for Q2 2025, filed 11 Aug 2025.