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

MBL Wealth’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	$633K	Sell	13,360 -8,885	-40%	-$420K	0.04%	179
2026 Q1	$1.04M	Sell	22,245 -24,200	-52%	-$1.15M	0.08%	119
2025 Q4	$2.22M	Sell	46,445 -10,700	-19%	-$512K	0.18%	78
2025 Q3	$2.75M	Buy	57,145 +3,265	+6%	+$158K	0.24%	67
2025 Q2	$2.6M	Sell	53,880 -17,860	-25%	-$857K	0.25%	67
2025 Q1	$3.49M	Buy	71,740 +2,304	+3%	+$113K	0.35%	53
2024 Q4	$3.41M	Sell	69,436 -10,369	-13%	-$510K	0.34%	54
2024 Q3	$3.91M	Sell	79,805 -1,675	-2%	-$81.8K	0.42%	51
2024 Q2	$4.01M	Buy	+81,480	New	+$3.99M	0.45%	49

Other funds holding JBBB

Jupiter Topco New York $245B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

MBL Wealth's JBBB Position: Q2 2026 in Review

MBL Wealth reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 40% in Q2 2026, selling an estimated $420K and leaving 13,360 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #179.

MBL Wealth first reported a position in JBBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.01M in Q2 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

MBL Wealth held 13,360 shares of Janus Henderson B-BBB CLO ETF worth $633K as of Q2 2026.
MBL Wealth sold 8,885 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $420K.
Janus Henderson B-BBB CLO ETF made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #179 holding.
MBL Wealth first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 9 quarters since.
MBL Wealth's Janus Henderson B-BBB CLO ETF position peaked at $4.01M in Q2 2024.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.