AF
JBBB icon

Allworth Financial’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Allworth Financial’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 		$90.4K Hold
1,940
– – ﹤0.01% 1900
2025
Q4 		$92.5K Buy
1,940
+40
+2% +$1.92K ﹤0.01% 1801
2025
Q3 		$91.5K Buy
1,900
+300
+19% +$14.5K ﹤0.01% 1737
2025
Q2 		$77.1K Buy
+1,600
New +$76.8K ﹤0.01% 1687
2025
Q1 		– Sell
-1,375
Closed -$67.8K – 4120
2024
Q4 		$67.8K Hold
1,375
– – ﹤0.01% 1435
2024
Q3 		$67.3K Hold
1,375
– – ﹤0.01% 1270
2024
Q2 		$67.6K Buy
+1,375
New +$67.3K ﹤0.01% 1229

Other funds holding JBBB

Pathstone Holdings
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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 $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return