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

Walser Wealth 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
2026 Q2	$295K	Buy	+6,241	New	+$295K	0.12%	165

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

Walser Wealth Management's JBBB Position: Q2 2026 in Review

Walser Wealth Management opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q2 2026: 6,241 shares worth $295K. The stake represents 0.12% of the portfolio and ranks #165 among its holdings.

194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Walser Wealth Management held 6,241 shares of Janus Henderson B-BBB CLO ETF worth $295K as of Q2 2026.
Janus Henderson B-BBB CLO ETF was a new Walser Wealth Management position in Q2 2026.
Janus Henderson B-BBB CLO ETF made up 0.12% of Walser Wealth Management's portfolio in Q2 2026, its #165 holding.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.