TW
JBBB icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-93,550
Closed -$4.6M – 259
2024
Q4 		$4.6M Sell
93,550
-15,768
-14% -$776K 0.26% 81
2024
Q3 		$5.35M Buy
+109,318
New +$5.34M 0.35% 67

Other funds holding JBBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transform Wealth's JBBB Position: Q1 2025 in Review

Transform Wealth sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2025, closing a stake of 93,550 shares — an estimated $4.6M sold.

Transform Wealth first reported a position in JBBB in Q3 2024 and held it in 2 quarters. The position peaked at $5.35M in Q3 2024. 202 funds tracked by Wall St. Rank hold JBBB as of Q1 2025.

  • Transform Wealth reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2025 after selling out during the quarter.
  • Transform Wealth sold 93,550 Janus Henderson B-BBB CLO ETF shares in Q1 2025, an estimated $4.6M.
  • Transform Wealth first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and held it in 2 quarters.
  • Transform Wealth's Janus Henderson B-BBB CLO ETF position peaked at $5.35M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.