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

Portside Wealth Group’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	$1.08M	Buy	22,808 +1,646	+8%	+$77.8K	0.13%	178
2026 Q1	$986K	Buy	21,162 +3,470	+20%	+$165K	0.13%	168
2025 Q4	$844K	Sell	17,692 -1,274	-7%	-$61K	0.11%	188
2025 Q3	$914K	Buy	18,966 +1,940	+11%	+$93.7K	0.13%	174
2025 Q2	$821K	Buy	17,026 +3,001	+21%	+$144K	0.12%	181
2025 Q1	$683K	Buy	14,025 +3,533	+34%	+$174K	0.11%	195
2024 Q4	$516K	Sell	10,492 -7,043	-40%	-$346K	0.09%	222
2024 Q3	$858K	Buy	17,535 +2,101	+14%	+$103K	0.15%	158
2024 Q2	$759K	Buy	+15,434	New	+$755K	0.14%	153

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 $837M AUM 18.63% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $1.2B AUM 28.32% 1-Year Est. Return