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

Waypoint Wealth Counsel’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
Q1 		– Sell
-27,330
Closed -$1.3M – 261
2025
Q4 		$1.3M Sell
27,330
-5,280
-16% -$253K 0.48% 36
2025
Q3 		$1.57M Buy
32,610
+920
+3% +$44.4K 0.62% 29
2025
Q2 		$1.53M Sell
31,690
-34,775
-52% -$1.67M 0.76% 28
2025
Q1 		$3.23M Buy
66,465
+8,477
+15% +$416K 2.03% 12
2024
Q4 		$2.85M Buy
57,988
+4,374
+8% +$215K 1.86% 12
2024
Q3 		$2.62M Buy
53,614
+1,384
+3% +$67.6K 1.77% 12
2024
Q2 		$2.57M Buy
52,230
+1,645
+3% +$80.5K 1.97% 12
2024
Q1 		$2.47M Buy
50,585
+2,758
+6% +$133K 1.91% 12
2023
Q4 		$2.29M Sell
47,827
-29,853
-38% -$1.41M 1.95% 12
2023
Q3 		$3.69M Sell
77,680
-17,687
-19% -$833K 3.48% 9
2023
Q2 		$4.38M Sell
95,367
-1,862
-2% -$84.6K 3.92% 8
2023
Q1 		$4.35M Sell
97,229
-140
-0.1% -$6.39K 3.37% 10
2022
Q4 		$4.34M Buy
+97,369
New +$4.35M 3.5% 7

Other funds holding JBBB

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Waypoint Wealth Counsel's JBBB Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 27,330 shares — an estimated $1.3M sold.

Waypoint Wealth Counsel first reported a position in JBBB in Q4 2022 and held it in 13 quarters. The position peaked at $4.38M in Q2 2023. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 27,330 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $1.3M.
  • Waypoint Wealth Counsel first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2022 and held it in 13 quarters.
  • Waypoint Wealth Counsel's Janus Henderson B-BBB CLO ETF position peaked at $4.38M in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.