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

Transform Wealth’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-93,550
Closed -$4.6M – 258
2024
Q4 		$4.6M Sell
93,550
-15,768
-14% -$775K 0.26% 81
2024
Q3 		$5.35M Buy
+109,318
New +$5.35M 0.35% 67