WT Wealth Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

WT Wealth Management’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	$6.42M	Buy	135,640 +14,231	+12%	+$673K	1.78%	13
2026 Q1	$5.66M	Sell	121,409 -60,196	-33%	-$2.86M	1.68%	13
2025 Q4	$8.66M	Sell	181,605 -50,618	-22%	-$2.42M	2.49%	10
2025 Q3	$11.2M	Sell	232,223 -3,755	-2%	-$181K	3.22%	5
2025 Q2	$11.4M	Sell	235,978 -5,627	-2%	-$270K	3.37%	4
2025 Q1	$11.8M	Buy	241,605 +47,356	+24%	+$2.33M	3.82%	4
2024 Q4	$9.55M	Sell	194,249 -2,012	-1%	-$99K	3%	7
2024 Q3	$9.67M	Buy	196,261 +78,003	+66%	+$3.81M	3.09%	4
2024 Q2	$5.82M	Buy	+118,258	New	+$5.79M	1.98%	15

Other funds holding JBBB

Jupiter Topco New York $245B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return

Markowski Investments Tampa, Florida $454M AUM

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

WT Wealth Management's JBBB Position: Q2 2026 in Review

WT Wealth Management increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 12% in Q2 2026, buying an estimated $673K and bringing the position to 135,640 shares worth $6.42M. The position accounts for 1.78% of the portfolio, ranked #13.

WT Wealth Management first reported a position in JBBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.8M in Q1 2025. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

WT Wealth Management held 135,640 shares of Janus Henderson B-BBB CLO ETF worth $6.42M as of Q2 2026.
WT Wealth Management bought 14,231 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $673K.
Janus Henderson B-BBB CLO ETF made up 1.78% of WT Wealth Management's portfolio in Q2 2026, its #13 holding.
WT Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 9 quarters since.
WT Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $11.8M in Q1 2025.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.