AAS
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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

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LPL Financial
LPL Financial San Diego, California $376B 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 $564B 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