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

Prevail Innovative 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	–	Sell	-47,338	Closed	-$2.21M	–	219
2026 Q1	$2.21M	Buy	47,338 +6,840	+17%	+$325K	0.37%	94
2025 Q4	$1.93M	Sell	40,498 -45,746	-53%	-$2.19M	0.35%	109
2025 Q3	$4.15M	Buy	86,244 +8,256	+11%	+$399K	0.81%	45
2025 Q2	$3.76M	Buy	77,988 +22,088	+40%	+$1.06M	0.84%	37
2025 Q1	$2.72M	Sell	55,900 -1,393	-2%	-$68.4K	0.72%	42
2024 Q4	$2.82M	Sell	57,293 -137	-0.2%	-$6.74K	0.82%	49
2024 Q3	$2.81M	Sell	57,430 -1,281	-2%	-$62.6K	0.86%	48
2024 Q2	$2.89M	Buy	+58,711	New	+$2.87M	1.02%	32

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

Prevail Innovative Wealth Advisors's JBBB Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026, closing a stake of 47,338 shares — an estimated $2.21M sold.

Prevail Innovative Wealth Advisors first reported a position in JBBB in Q2 2024 and held it in 8 quarters. The position peaked at $4.15M in Q3 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining Janus Henderson B-BBB CLO ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 47,338 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $2.21M.
Prevail Innovative Wealth Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 8 quarters.
Prevail Innovative Wealth Advisors's Janus Henderson B-BBB CLO ETF position peaked at $4.15M in Q3 2025.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.