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

Strategic Wealth Partners 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
2024 Q1	$471K	Buy	+9,632	New	+$466K	0.05%	57

Other funds holding JBBB

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

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Strategic Wealth Partners Group's JBBB Position: Q1 2024 in Review

Strategic Wealth Partners Group opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2024: 9,632 shares worth $471K. The stake represents 0.05% of the portfolio and ranks #57 among its holdings.

59 funds tracked by Wall St. Rank hold JBBB as of Q1 2024.

Strategic Wealth Partners Group held 9,632 shares of Janus Henderson B-BBB CLO ETF worth $471K as of Q1 2024.
Janus Henderson B-BBB CLO ETF was a new Strategic Wealth Partners Group position in Q1 2024.
Janus Henderson B-BBB CLO ETF made up 0.05% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #57 holding.
59 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.