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 Q3	–	Sell	-135,640	Closed	-$6.42M	–	155
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

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WT Wealth Management's JBBB Position: Q3 2026 in Review

WT Wealth Management sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q3 2026, closing a stake of 135,640 shares — an estimated $6.42M sold.

WT Wealth Management first reported a position in JBBB in Q2 2024 and held it in 9 quarters. The position peaked at $11.8M in Q1 2025. 21 funds tracked by Wall St. Rank hold JBBB as of Q3 2026.

WT Wealth Management reported no remaining Janus Henderson B-BBB CLO ETF position as of Q3 2026 after selling out during the quarter.
WT Wealth Management sold 135,640 Janus Henderson B-BBB CLO ETF shares in Q3 2026, an estimated $6.42M.
WT Wealth Management first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and held it in 9 quarters.
WT Wealth Management's Janus Henderson B-BBB CLO ETF position peaked at $11.8M in Q1 2025.
21 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.