Secure Asset Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Secure Asset Management’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
2025 Q4	–	Sell	-6,575	Closed	-$315K	–	353
2025 Q3	$315K	Buy	+6,575	New	+$317K	0.05%	240
2025 Q2	–	Sell	-5,110	Closed	-$249K	–	343
2025 Q1	$249K	Buy	+5,110	New	+$251K	0.05%	258

Other funds holding JBBB

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TCM

TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

IFG

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

Secure Asset Management's JBBB Position: Q4 2025 in Review

Secure Asset Management sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q4 2025, closing a stake of 6,575 shares — an estimated $315K sold.

Secure Asset Management first reported a position in JBBB in Q1 2025 and held it in 2 quarters. The position peaked at $315K in Q3 2025. 182 funds tracked by Wall St. Rank hold JBBB as of Q4 2025.

Secure Asset Management reported no remaining Janus Henderson B-BBB CLO ETF position as of Q4 2025 after selling out during the quarter.
Secure Asset Management sold 6,575 Janus Henderson B-BBB CLO ETF shares in Q4 2025, an estimated $315K.
Secure Asset Management first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and held it in 2 quarters.
Secure Asset Management's Janus Henderson B-BBB CLO ETF position peaked at $315K in Q3 2025.
182 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q4 2025.

Based on Secure Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.