Maridea Wealth Management
JBBB icon

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

Maridea Wealth Management’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
Q3 		$2.32M Buy
49,078
+6,873
+16% +$326K 0.22% 111
2026
Q2 		$2M Sell
42,205
-3,445
-8% -$163K 0.22% 117
2026
Q1 		$2.13M Buy
+45,650
New +$2.17M 0.31% 81

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
SSI Investment Management
SSI Investment Management Los Angeles, California $1.58B AUM 5.31% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Markowski Investments
Markowski Investments Tampa, Florida $448M AUM
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Maridea Wealth Management's JBBB Position: Q3 2026 in Review

Maridea Wealth Management increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 16% in Q3 2026, buying an estimated $326K and bringing the position to 49,078 shares worth $2.32M. The position accounts for 0.22% of the portfolio, ranked #111.

Maridea Wealth Management first reported a position in JBBB in Q1 2026 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

  • Maridea Wealth Management held 49,078 shares of Janus Henderson B-BBB CLO ETF worth $2.32M as of Q3 2026.
  • Maridea Wealth Management bought 6,873 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $326K.
  • Janus Henderson B-BBB CLO ETF made up 0.22% of Maridea Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Maridea Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2026 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.