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Atria Investments’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Atria Investments’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 		$271K Buy
+5,813
New +$276K ﹤0.01% 1816
2025
Q2 		– Sell
-15,362
Closed -$748K – 2039
2025
Q1 		$748K Sell
15,362
-157,845
-91% -$7.75M 0.01% 1128
2024
Q4 		$8.51M Buy
173,207
+10,626
+7% +$523K 0.11% 217
2024
Q3 		$7.96M Buy
162,581
+143,416
+748% +$7.01M 0.1% 232
2024
Q2 		$943K Buy
+19,165
New +$938K 0.01% 965

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
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

Atria Investments's JBBB Position: Q1 2026 in Review

Atria Investments opened a new position in Janus Henderson B-BBB CLO ETF (JBBB) in Q1 2026: 5,813 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1816 among its holdings. This is a return to the name: Atria Investments previously reported a position in JBBB as recently as Q1 2025.

Atria Investments first reported a position in JBBB in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.51M in Q4 2024. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Atria Investments held 5,813 shares of Janus Henderson B-BBB CLO ETF worth $271K as of Q1 2026.
  • Janus Henderson B-BBB CLO ETF was a new Atria Investments position in Q1 2026.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1816 holding.
  • Atria Investments first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Investments's Janus Henderson B-BBB CLO ETF position peaked at $8.51M in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.