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

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FEG
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CWM
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FWP
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CPBTD
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RW
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IFG
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CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM