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WESPAC Advisors SoCal’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

WESPAC Advisors SoCal’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
2025
Q3 		– Sell
-61,669
Closed -$2.97M – 114
2025
Q2 		$2.97M Sell
61,669
-65,235
-51% -$3.13M 0.66% 47
2025
Q1 		$6.18M Buy
126,904
+23,808
+23% +$1.17M 1.61% 25
2024
Q4 		$5.07M Buy
103,096
+28,435
+38% +$1.4M 1.15% 30
2024
Q3 		$3.65M Buy
+74,661
New +$3.65M 0.85% 34

Other funds holding JBBB

CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WESPAC Advisors SoCal's JBBB Position: Q3 2025 in Review

WESPAC Advisors SoCal sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q3 2025, closing a stake of 61,669 shares — an estimated $2.97M sold.

WESPAC Advisors SoCal first reported a position in JBBB in Q3 2024 and held it in 4 quarters. The position peaked at $6.18M in Q1 2025. 190 funds tracked by Wall St. Rank hold JBBB as of Q3 2025.

  • WESPAC Advisors SoCal reported no remaining Janus Henderson B-BBB CLO ETF position as of Q3 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 61,669 Janus Henderson B-BBB CLO ETF shares in Q3 2025, an estimated $2.97M.
  • WESPAC Advisors SoCal first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2024 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Janus Henderson B-BBB CLO ETF position peaked at $6.18M in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2025, filed 22 Oct 2025.