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 Q2	$920K	Sell	17,989 -9,758	-35%	-$461K	0.29%	82
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

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

Medallion Wealth Advisors's JBBB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 35% in Q2 2026, selling an estimated $461K and leaving 17,989 shares worth $920K. The position accounts for 0.29% of the portfolio, ranked #82.

Medallion Wealth Advisors first reported a position in JBBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2026. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Medallion Wealth Advisors held 17,989 shares of Janus Henderson B-BBB CLO ETF worth $920K as of Q2 2026.
Medallion Wealth Advisors sold 9,758 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $461K.
Janus Henderson B-BBB CLO ETF made up 0.29% of Medallion Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Medallion Wealth Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Janus Henderson B-BBB CLO ETF position peaked at $1.29M in Q1 2026.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.