Almanack Investment Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Almanack Investment Partners’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	$300K	Sell	6,434 -401	-6%	-$19K	0.05%	131
2025 Q4	$326K	Sell	6,835 -22,880	-77%	-$1.1M	0.06%	127
2025 Q3	$1.43M	Sell	29,715 -4,697	-14%	-$227K	0.22%	60
2025 Q2	$1.66M	Sell	34,412 -19,518	-36%	-$937K	0.26%	56
2025 Q1	$2.62M	Sell	53,930 -451,554	-89%	-$22.2M	0.52%	27
2024 Q4	$24.8M	Buy	+505,484	New	+$24.9M	3.83%	5

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

Almanack Investment Partners's JBBB Position: Q1 2026 in Review

Almanack Investment Partners reduced its Janus Henderson B-BBB CLO ETF (JBBB) stake by 5.9% in Q1 2026, selling an estimated $19K and leaving 6,434 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #131.

Almanack Investment Partners first reported a position in JBBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.8M in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Almanack Investment Partners held 6,434 shares of Janus Henderson B-BBB CLO ETF worth $300K as of Q1 2026.
Almanack Investment Partners sold 401 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $19K.
Janus Henderson B-BBB CLO ETF made up 0.05% of Almanack Investment Partners's portfolio in Q1 2026, its #131 holding.
Almanack Investment Partners first reported a position in Janus Henderson B-BBB CLO ETF in Q4 2024 and has held it in 6 quarters since.
Almanack Investment Partners's Janus Henderson B-BBB CLO ETF position peaked at $24.8M in Q4 2024.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.