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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

Clearview Wealth Management Irvine, California $156M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return