Ameritas Advisory Services’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Ameritas Advisory Services’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	–	Sell	-8,935	Closed	-$426K	–	1114
2025 Q4	$426K	Sell	8,935 -10,572	-54%	-$506K	0.02%	630
2025 Q3	$940K	Buy	19,507 +13,207	+210%	+$638K	0.06%	265
2025 Q2	$304K	Sell	6,300 -11,857	-65%	-$569K	0.02%	626
2025 Q1	$893K	Hold	18,157	–	–	0.04%	432
2024 Q4	$893K	Buy	18,157 +150	+0.8%	+$7.38K	0.03%	448
2024 Q3	$881K	Sell	18,007 -1,850	-9%	-$90.4K	0.04%	418
2024 Q2	$977K	Buy	19,857 +3,500	+21%	+$171K	0.04%	418
2024 Q1	$797K	Buy	16,357 +8,400	+106%	+$406K	0.03%	436
2023 Q4	$385K	Sell	7,957 -6,700	-46%	-$317K	0.02%	489
2023 Q3	$693K	Buy	+14,657	New	+$690K	0.03%	425

Other funds holding JBBB

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $128M AUM 0.83% 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 $21.5B AUM 26.98% 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

Ameritas Advisory Services's JBBB Position: Q1 2026 in Review

Ameritas Advisory Services sold out of Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026, closing a stake of 8,935 shares — an estimated $426K sold.

Ameritas Advisory Services first reported a position in JBBB in Q3 2023 and held it in 10 quarters. The position peaked at $977K in Q2 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

Ameritas Advisory Services reported no remaining Janus Henderson B-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
Ameritas Advisory Services sold 8,935 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $426K.
Ameritas Advisory Services first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2023 and held it in 10 quarters.
Ameritas Advisory Services's Janus Henderson B-BBB CLO ETF position peaked at $977K in Q2 2024.
177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.