Advyzon Investment Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Advyzon Investment 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 Q1	$262K	Buy	5,617 +825	+17%	+$39.2K	0.02%	586
2025 Q4	$229K	Buy	4,792 +255	+6%	+$12.2K	0.03%	524
2025 Q3	$219K	Buy	4,537 +209	+5%	+$10.1K	0.04%	421
2025 Q2	$209K	Buy	4,328 +138	+3%	+$6.63K	0.05%	359
2025 Q1	$204K	Buy	+4,190	New	+$206K	0.07%	254

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return

OPAM

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BTCPP

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

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Advyzon Investment Management's JBBB Position: Q1 2026 in Review

Advyzon Investment Management increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 17% in Q1 2026, buying an estimated $39.2K and bringing the position to 5,617 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #586.

Advyzon Investment Management first reported a position in JBBB in Q1 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Advyzon Investment Management held 5,617 shares of Janus Henderson B-BBB CLO ETF worth $262K as of Q1 2026.
Advyzon Investment Management bought 825 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $39.2K.
Janus Henderson B-BBB CLO ETF made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #586 holding.
Advyzon Investment Management first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2025 and has held it in 5 quarters since.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.