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

Medallion 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 Q1	$1.29M	Buy	27,747 +11,586	+72%	+$550K	0.42%	57
2025 Q4	$771K	Buy	16,161 +292	+2%	+$14K	0.26%	91
2025 Q3	$764K	Buy	15,869 +970	+7%	+$46.8K	0.27%	91
2025 Q2	$718K	Buy	14,899 +1,160	+8%	+$55.7K	0.28%	90
2025 Q1	$667K	Buy	13,739 +7,163	+109%	+$352K	0.3%	81
2024 Q4	$320K	Buy	+6,576	New	+$323K	0.16%	136

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG

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

TCM

TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return

OPAM

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Medallion Wealth Advisors's JBBB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 72% in Q1 2026, buying an estimated $550K and bringing the position to 27,747 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #57.

Medallion Wealth Advisors first reported a position in JBBB in Q4 2024 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Medallion Wealth Advisors held 27,747 shares of Janus Henderson B-BBB CLO ETF worth $1.29M as of Q1 2026.
Medallion Wealth Advisors bought 11,586 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $550K.
Janus Henderson B-BBB CLO ETF made up 0.42% of Medallion Wealth Advisors's portfolio in Q1 2026, its #57 holding.
Medallion Wealth Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.