WealthSource Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

WealthSource Partners’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
2023 Q4	$669K	Buy	+13,954	New	+$660K	0.04%	259

Other funds holding JBBB

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WealthSource Partners's JBBB Position: Q4 2023 in Review

WealthSource Partners opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q4 2023: 13,954 shares worth $669K. The stake represents 0.04% of the portfolio and ranks #259 among its holdings.

28 funds tracked by Wall St. Rank hold JBBB as of Q4 2023.

WealthSource Partners held 13,954 shares of Janus Henderson B-BBB CLO ETF worth $669K as of Q4 2023.
Janus Henderson B-BBB CLO ETF was a new WealthSource Partners position in Q4 2023.
Janus Henderson B-BBB CLO ETF made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #259 holding.
28 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.