Wealth Enhancement Advisory Services
JBBB icon

Wealth Enhancement Advisory Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.72M Buy
78,454
+28,691
+58% +$1.36M 0.01% 1190
2026
Q1 		$2.33M Sell
49,763
-240,340
-83% -$11.4M ﹤0.01% 1305
2025
Q4 		$13.9M Buy
290,103
+13,754
+5% +$659K 0.02% 589
2025
Q3 		$13.3M Buy
276,349
+51,509
+23% +$2.49M 0.02% 556
2025
Q2 		$10.8M Buy
224,840
+29,021
+15% +$1.39M 0.02% 604
2025
Q1 		$9.53M Buy
195,819
+118,531
+153% +$5.82M 0.02% 599
2024
Q4 		$3.8M Buy
77,288
+14,295
+23% +$703K 0.01% 898
2024
Q3 		$3.08M Buy
62,993
+44,433
+239% +$2.17M 0.01% 880
2024
Q2 		$913K Buy
18,560
+5,119
+38% +$251K ﹤0.01% 1322
2024
Q1 		$657K Buy
13,441
+1,953
+17% +$94.5K ﹤0.01% 1437
2023
Q4 		$551K Buy
11,488
+5,205
+83% +$246K ﹤0.01% 1444
2023
Q3 		$298K Buy
+6,283
New +$296K ﹤0.01% 1743

Other funds holding JBBB

JT
Jupiter Topco New York $245B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
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
MI
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

Wealth Enhancement Advisory Services's JBBB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 58% in Q2 2026, buying an estimated $1.36M and bringing the position to 78,454 shares worth $3.72M. The position accounts for 0.01% of the portfolio, ranked #1190.

Wealth Enhancement Advisory Services first reported a position in JBBB in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.9M in Q4 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 78,454 shares of Janus Henderson B-BBB CLO ETF worth $3.72M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 28,691 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $1.36M.
  • Janus Henderson B-BBB CLO ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1190 holding.
  • Wealth Enhancement Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $13.9M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.