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Woodard & Company Asset Management Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Woodard & Company Asset Management Group’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
-500
Closed -$24.1K – 153
2025
Q2 		$24.1K Hold
500
– – ﹤0.01% 126
2025
Q1 		$24.3K Buy
+500
New +$24.6K 0.01% 121

Other funds holding JBBB

CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.25B AUM 40.07% 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

Woodard & Company Asset Management Group's JBBB Position: Q3 2025 in Review

Woodard & Company Asset Management Group sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q3 2025, closing a stake of 500 shares — an estimated $24.1K sold.

Woodard & Company Asset Management Group first reported a position in JBBB in Q1 2025 and held it in 2 quarters. The position peaked at $24.3K in Q1 2025. 190 funds tracked by Wall St. Rank hold JBBB as of Q3 2025.

  • Woodard & Company Asset Management Group reported no remaining Janus Henderson B-BBB CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 500 Janus Henderson B-BBB CLO ETF shares in Q3 2025, an estimated $24.1K.
  • Woodard & Company Asset Management Group first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Janus Henderson B-BBB CLO ETF position peaked at $24.3K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q3 2025, filed 30 Oct 2025.