Aptus Capital Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Aptus Capital Advisors’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 Q2	$434K	Buy	9,121 +265	+3%	+$12.5K	﹤0.01%	831
2026 Q1	$414K	Buy	8,856 +8	+0.1%	+$380	﹤0.01%	777
2025 Q4	$422K	Sell	8,848 -10,977	-55%	-$526K	﹤0.01%	788
2025 Q3	$955K	Sell	19,825 -1,630	-8%	-$78.7K	0.01%	560
2025 Q2	$1.03M	Buy	21,455 +4,297	+25%	+$206K	0.01%	532
2025 Q1	$835K	Sell	17,158 -3,707	-18%	-$182K	0.01%	541
2024 Q4	$1.03M	Sell	20,865 -96	-0.5%	-$4.72K	0.01%	498
2024 Q3	$1.03M	Sell	20,961 -4,007	-16%	-$196K	0.02%	404
2024 Q2	$1.23M	Buy	24,968 +393	+2%	+$19.2K	0.02%	361
2024 Q1	$1.2M	Buy	+24,575	New	+$1.19M	0.02%	367

Other funds holding JBBB

Jupiter Topco New York $245B AUM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return

Markowski Investments Tampa, Florida $454M AUM

OPAM

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

BTCPP

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

Aptus Capital Advisors's JBBB Position: Q2 2026 in Review

Aptus Capital Advisors increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 3% in Q2 2026, buying an estimated $12.5K and bringing the position to 9,121 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Aptus Capital Advisors first reported a position in JBBB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.23M in Q2 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Aptus Capital Advisors held 9,121 shares of Janus Henderson B-BBB CLO ETF worth $434K as of Q2 2026.
Aptus Capital Advisors bought 265 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $12.5K.
Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #831 holding.
Aptus Capital Advisors first reported a position in Janus Henderson B-BBB CLO ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's Janus Henderson B-BBB CLO ETF position peaked at $1.23M in Q2 2024.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.