Financial Enhancement Group LLC JBBB — JANUS DETROIT STR TR

Ownership history in Financial Enhancement Group LLC  ·  13 quarters on record

AI Ownership Summary

Financial Enhancement Group LLC reported JANUS DETROIT STR TR (JBBB) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.53% in 2024 Q3. The latest visible filing shows JBBB at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JBBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Enhancement Group LLC's position in JANUS DETROIT STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JBBB was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JBBB stock page Financial Enhancement Group LLC fund profile Financial Enhancement Group LLC full holdings
How Financial Enhancement Group LLC held JBBB — position size vs. price
% of Fund (quarterly)    JBBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 132,174 +32,986 +33.3% 0.77% $6.2M 2026-04-20 $46.74
2024 Q4 REDUCED 65.5% +0.1% ❌ 99,188 -188,179 -65.5% 0.75% $4.9M 2025-01-14 $44.84
2024 Q3 ADDED — — — 287,367 +192,177 +201.9% 2.53% $13.0M 2024-10-31 $44.11
2024 Q2 REDUCED — — — 95,190 -1,249 -1.3% 0.75% $4.7M 2024-08-02 $42.60
2024 Q1 REDUCED 56.4% +2.5% ❌ 96,439 -124,524 -56.4% 0.77% $4.7M 2024-04-15 $41.98
2023 Q4 REDUCED — — — 220,963 -6,856 -3.0% 1.89% $10.7M 2024-01-18 $40.89
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JBBB

As of 2026 Q1 — sorted by position size

TT Capital Management LLC 10.84% EPIQ PARTNERS, LLC 3Y 5.57% Clearview Wealth Management LLC 3.06% Flagship Capital Management Inc. 2.98% Keeler Thomas Management LLC 3Y 7Y 2.01% Ridgeline Wealth, LLC 1.96% WT Wealth Management 3Y 1.68% Adams Wealth Management 3Y 1.48% CV Advisors LLC 3Y 1.41% Englebert Financial Advisers, LLC 1.38%

FAQ About Financial Enhancement Group LLC and JBBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Enhancement Group LLC reported owning JBBB?

Financial Enhancement Group LLC reported JBBB across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JBBB position in Financial Enhancement Group LLC's portfolio?

The largest reported portfolio weight for JBBB was 2.53% in 2024 Q3.

What is the latest reported JBBB position on this page?

The most recent filing on this page is 2026 Q1, when Financial Enhancement Group LLC reported 132,174 shares, equal to 0.77% of portfolio, with an estimated market value of $6.2M.

What does the chart on this JBBB ownership page compare?

The chart compares Financial Enhancement Group LLC's quarterly JBBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Enhancement Group LLC time their JBBB position?

Based on 13F filing dates vs. subsequent JBBB price moves, Financial Enhancement Group LLC correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on JBBB relative to SPY over the holding period was -6.3%.

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