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 Q2	$503K	Buy	10,615 +4,802	+83%	+$227K	0.01%	1514
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

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 22.9% 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 $7.27B AUM 24.98% 1-Year Est. Return

Atria Investments's JBBB Position: Q2 2026 in Review

Atria Investments increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 83% in Q2 2026, buying an estimated $227K and bringing the position to 10,615 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #1514.

Atria Investments first reported a position in JBBB in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.51M in Q4 2024. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

Atria Investments held 10,615 shares of Janus Henderson B-BBB CLO ETF worth $503K as of Q2 2026.
Atria Investments bought 4,802 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $227K.
Janus Henderson B-BBB CLO ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1514 holding.
Atria Investments first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2024 and has held it in 6 quarters since.
Atria Investments's Janus Henderson B-BBB CLO ETF position peaked at $8.51M in Q4 2024.
194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.