Wealthspire Advisors (New York)’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Wealthspire Advisors (New York)’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	$205K	Hold	4,406	–	–	﹤0.01%	859
2025 Q4	$210K	Hold	4,406	–	–	﹤0.01%	958
2025 Q3	$212K	Hold	4,406	–	–	﹤0.01%	775
2025 Q2	$212K	Buy	+4,406	New	+$212K	﹤0.01%	774

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wealthspire Advisors (New York)'s JBBB Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Janus Henderson B-BBB CLO ETF (JBBB) position steady in Q1 2026 at 4,406 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Wealthspire Advisors (New York) first reported a position in JBBB in Q2 2025 and has held it in 4 quarters since. The position peaked at $212K in Q2 2025. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Wealthspire Advisors (New York) held 4,406 shares of Janus Henderson B-BBB CLO ETF worth $205K as of Q1 2026.
Wealthspire Advisors (New York) left its Janus Henderson B-BBB CLO ETF share count unchanged in Q1 2026.
Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #859 holding.
Wealthspire Advisors (New York) first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2025 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Janus Henderson B-BBB CLO ETF position peaked at $212K in Q2 2025.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.