Impact Partnership Wealth, LLC JBBB — JANUS DETROIT STR TR

Ownership history in Impact Partnership Wealth, LLC  ·  4 quarters on record

AI Ownership Summary

Impact Partnership Wealth, LLC reported JANUS DETROIT STR TR (JBBB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows JBBB at 0.28% 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.

What this JBBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Impact Partnership Wealth, 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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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 Impact Partnership Wealth, LLC fund profile Impact Partnership Wealth, LLC full holdings
How Impact Partnership Wealth, 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 49,355 +10,292 +26.3% 0.28% $2.3M 2026-04-23 $46.86
2025 Q4 ADDED — — — 39,063 +7,775 +24.8% 0.24% $1.9M 2026-02-10 $47.11
2025 Q3 ADDED — — — 31,288 +17,090 +120.4% 0.22% $1.5M 2025-11-03 $46.41
2025 Q2 INITIATED — — — 14,198 — — 0.13% $684K 2025-08-04 $45.94

🏢 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 Impact Partnership Wealth, 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 Impact Partnership Wealth, LLC reported owning JBBB?

Impact Partnership Wealth, LLC reported JBBB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported JBBB position in Impact Partnership Wealth, LLC's portfolio?

The largest reported portfolio weight for JBBB was 0.28% in 2026 Q1.

What is the latest reported JBBB position on this page?

The most recent filing on this page is 2026 Q1, when Impact Partnership Wealth, LLC reported 49,355 shares, equal to 0.28% of portfolio, with an estimated market value of $2.3M.

What does the chart on this JBBB ownership page compare?

The chart compares Impact Partnership Wealth, 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 Impact Partnership Wealth, LLC time their JBBB position?

Based on 13F filing dates vs. subsequent JBBB price moves, Impact Partnership Wealth, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on JBBB relative to SPY over the holding period was +48.0%.

← Back to Impact Partnership Wealth, LLC Holdings